Mark James Kinney
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 LLCFeb 2023 to now
- Boeing Employee Credit UnionFeb 2023 to now
- Cetera Investment Advisers LLCSep 2022 to Feb 2023
- Cetera Investment Services LLCSep 2022 to Feb 2023
- Cuso Financial Sevices, L.P.May 2019 to Sep 2022
- Numerica Credit UnionMay 2019 to Sep 2022
- Thrivent FinancialFeb 2015 to May 2019
- Thrivent Investment Management IncJul 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6368274
- Firm CRD
- 6413