David Markiewicz, financial advisor Naperville IL

David Markiewicz

CRD Number: 6633673
Current Firm: Lpl Financial LLC

David Markiewicz (CRD# 6633673) is an Investment Advisor Representative working at Lpl Financial LLC in Naperville, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Naperville, IL Mar 2021 - Current < 1
Bmo Harris Financial Advisors, Inc. Buffalo Grove, IL Nov 2018 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows, IL Apr 2016 - Nov 2018 2
Unemployed Arlington Heights, IL Oct 2015 - Apr 2016 < 1
Walgreen Company Deerfield, IL Oct 2012 - Oct 2015 3
Unemployed Arlington Heights, IL Aug 2012 - Oct 2012 < 1
Pnc Bank Westchester, IL Dec 2008 - Aug 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for David Markiewicz
Phone Number: 704-733-3300
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
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, WY

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