Mark Ryan
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCMay 2025 to now
- Cuso Financial Services, LPApr 2023 to May 2025
- UnemployedMay 2022 to Mar 2023
- First Financial Equity CorporationApr 2019 to Apr 2022
- Royal Alliance Associates, Inc.Apr 2017 to Apr 2019
- Bank of America, N.A.Jul 2014 to Apr 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AZ).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5625532
- Firm CRD
- 6413