Mark Lebida (CRD# 4943261) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 18 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Journey Strategic Wealth LLC | Summit, NJ | May 2021 - Current | 2 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2021 - Current | 2 |
| Avestar Capital, LLC | New York, NY | Apr 2017 - May 2021 | 4 |
| Moody's Analytics | New York, NY | Feb 2017 - Apr 2017 | < 1 |
| Unemployed | New York, NY | Jul 2016 - Feb 2017 | < 1 |
| Tiaa | New York, NY | Nov 2013 - Jul 2016 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | New York, NY | Nov 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- NJ
-
Total Assets Under Management3,070MILLIONS
-
Total Number of Accounts1,898ACCOUNTS
-
Average Account Value$1,617,476
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, DC, FL, IL, KS, MA, MN, MO, NC, NE, NJ, NM, NY, OK, TX, UT, VA, VT, WA, WI, WY
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