Mark Reedy (CRD# 7677813) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Joseph, MO and has 1 year of experience in the finance industry.
CRD# 4572092
Wells Fargo Advisors
CRD# 5927442
Prospurpose Wealth
CRD# 6692267
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lawrence, KS | Dec 2022 - Current | 1 |
| Unemployed | Lawrence, KS | Jul 2022 - Dec 2022 | < 1 |
| Corefirst Bank & Trust | Topeka, KS | Sep 2016 - Jul 2022 | 5 |
| Mazuma Credit Union | Kansas City, MO | Jul 2016 - Sep 2016 | < 1 |
| Unemployed | Lawrence, KS | Jun 2016 - Jul 2016 | < 1 |
| Us Bank | Lawrence, KS | Feb 2008 - Jun 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- KS
- MO
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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