Mark Felice
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCJul 2025 to now
- New York State Deferred Compensation BoardSep 2023 to now
- Nationwide Investment Services CorporationNov 2021 to Sep 2023
- J.P. Morgan Securities LLCSep 2020 to Oct 2021
- JPMorgan Chase Bank, N.A.Sep 2020 to Oct 2021
- Nationwide Insurance CoMar 2020 to Sep 2020
- Nationwide Investment Services CorporationMar 2020 to Sep 2020
- Advanced Manufacturing TechniquesDec 2019 to Feb 2020
- UpsOct 2019 to Nov 2019
- Nyra (integrated Staffing Corp)Jul 2019 to Sep 2019
- UnemployedJun 2019 to Jun 2019
- Suny OneontaApr 2018 to May 2019
- UnemployedMar 2017 to Mar 2018
- AutozoneSep 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7235740
- Firm CRD
- 6413