Mark Simon Dirou
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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 2026 to now
- Cadence / Huntington BankMay 2026 to now
- Truist Advisory Services, IncFeb 2022 to Apr 2026
- Truist Investment Services, IncFeb 2022 to Apr 2026
- Amerant BankMar 2020 to Jan 2022
- Amerant Investments IncMar 2020 to Jan 2022
- CitigroupApr 2017 to Mar 2020
- PNC BankApr 2014 to Apr 2017
- PNC InvestmentsApr 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6016587
- Firm CRD
- 6413