Mark Shade, financial advisor Greenfield IL
93 score

Mark Shade

CRD Number: 1379002
Current Firm: Lpl Financial LLC

Mark Shade (CRD# 1379002) is an Investment Advisor Representative working at Lpl Financial LLC in Greenfield, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Carrollton, IL Sep 2009 - Current 7
Sfs Consulting Carrollton, IL Jan 1999 - Dec 2013 14
Mutual Service Corporation Carrollton, IL Aug 2008 - Sep 2009 1
American General Securities Incorporated Carrollton, IL Oct 2002 - Aug 2008 5
Aig American General Life Insurance Company Carrollton, IL Oct 2002 - Aug 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Mark W. Shade
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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