Mark Steven Werner
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$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
16 years in the industry.
- LPL Financial LLCAug 2026 to now
- Mechanics BankApr 2026 to now
- UnemployedDec 2025 to Apr 2026
- Laffer Tengler Investments, Inc.Mar 2025 to Dec 2025
- Defined Purpose Capital LLCMay 2024 to Feb 2025
- UnemployedFeb 2024 to Apr 2024
- Fred Alger & Company, LLCDec 2018 to Jan 2024
- Bank of America, N.A.Oct 2017 to Dec 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Dec 2018
- Ashfield Capital Partners, LLCSep 2010 to May 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6812128
- Firm CRD
- 6413