Mark Lindblom, financial advisor Boca Raton FL
93 score

Mark Lindblom

CRD Number: 1350224
Current Firm: Independent Portfolio Consultants, Inc.

Mark Lindblom (CRD# 1350224) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Portfolio Consultants, Inc. Boca Raton, FL Apr 2013 - Current 3
Managed Account Services, LLC Malvern, PA Apr 2013 - Current 3
Unemployed West Palm Beach, FL Feb 2013 - Apr 2013 < 1
Northern Trust West Palm Beach, FL Aug 2012 - Feb 2013 < 1
Unemployed West Palm Beach, FL Jul 2012 - Aug 2012 < 1
Label Pro Rotary Sales West Palm Beach, FL Jul 2011 - Jul 2012 1
Unemployed West Palm, FL Jan 2011 - Jul 2011 < 1
Morgan Stanley Smith Barney Palm Beach, FL Nov 2009 - Dec 2010 1
Unemployed West Palm Beach, FL Jul 2008 - Nov 2009 1
Lehman Brothers Inc. Atlanta, GA Jun 2007 - Jul 2008 1
Lehman Brothers Inc. Palm Beach, FL Jun 2004 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Mark N. Lindblom
Phone Number: 561-912-1040
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,061
    MILLIONS
  • Total Number of Accounts
    1,231
    ACCOUNTS
  • Average Account Value
    $1,674,314
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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