Mark StawarzCRD Number: 2451796
Current Firm: Lpl Financial LLC
Mark Stawarz (CRD# 2451796) is an Investment Advisor Representative working at Lpl Financial LLC in Fair Oaks Ranch, TX and has over 2 years of experience in the finance industry. Mark Stawarz 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.
Boynton Financial LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Lpl Financial LLC||San Antonio, TX||Sep 2017 - Current||5|
|Unemployed||Fair Oaks Ranch, TX||Jun 2014 - Aug 2017||3|
|Usaa Financial Planning Services||San Antonio, TX||Jan 2004 - Jun 2014||10|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Jan 2004 - Jun 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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