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 24 years of experience in the finance industry.

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Fin-est Investment Advisors, LLC
Company Name Location Dates Years
Independent Portfolio Consultants, Inc. Boca Raton, FL Apr 2013 - Current 5
Managed Account Services, LLC Malvern, PA Apr 2013 - Current 5
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
  • Total Number of Accounts
  • Average Account Value
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


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

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