Mark Picchi (CRD# 2228311) is an Investment Advisor Representative working at Lpf Advisors, LLC in Sarasota, FL and has over 31 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Walsh Pond, LLC | Sarasota, FL | Mar 2022 - Current | 2 |
| Lpf Advisors, LLC | Sarasota, FL | Apr 2019 - Current | 5 |
| Mark Picchi, Sole Proprietor | Sarasota, FL | Oct 2005 - Current | 18 |
| Lpf Advisors, LLC | Sarasota, FL | Oct 2005 - Current | 18 |
| Securities America, Inc. | Sarasota, FL | Dec 2004 - Current | 19 |
| Securities America Advisors, Inc. | Sarasota, FL | Jan 2005 - Feb 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- FL
- TX
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts696ACCOUNTS
-
Average Account Value$333,426
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, MA, NC, NE, NH, TN, TX
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