Mark ArlenCRD 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 38 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.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Lincoln Financial Advisors Corporation||Cleveland, OH||Sep 1983 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
Total Assets Under Management36,787MILLIONS
Total Number of Accounts111,465ACCOUNTS
Average Account Value$330,036
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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