Mark LebidaCRD Number: 4943261
Current Firm: Journey Strategic Wealth LLC
Mark Lebida (CRD# 4943261) is an Investment Advisor Representative working at Journey Strategic Wealth LLC in Summit, NJ and has over 17 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|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|
|Unemployed||Metuchen, NJ||Jun 2013 - Nov 2013||< 1|
|Lodi Board Of Education||Lodi, NJ||Apr 2013 - Jun 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Total Assets Under Management2,726MILLIONS
Total Number of Accounts1,547ACCOUNTS
Average Account Value$1,762,374
- 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
CA, CO, FL, NJ, NY, UT, VA, VT, WA
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