Mark Arlen, financial advisor Orange Village OH

Mark Arlen

CRD Number: 1178923
Current Firm: Lincoln Financial Advisors Corporation

Mark Arlen (CRD# 1178923) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Village, OH and has over 37 years of experience in the finance industry. Mark Arlen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Corporation Cleveland, OH Sep 1983 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
Contact Info for Mark D. Arlen
Phone Number: 800-237-3813
Registered State(s):
  • CO
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    36,787
    MILLIONS
  • Total Number of Accounts
    111,465
    ACCOUNTS
  • Average Account Value
    $330,036
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
  • 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, VT, WA, WI, WV, WY

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