Mark Stephen Stanley

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 07/2025
  Next Financial Group Inc
  Viginia Beach, VA
• 07/2025 → Present
  Lpl Financial Llc
  Newport News, VA

Previous Registrations

• 2015-12-31 → 2025-07-10
  Next Financial Group, Inc.
  Newport News, VA
  Virginia Beach, VA
  Virginia Beach, VA
• 2014-09-15 → 2015-12-31
  Ars Advisory, Inc.
  Virginia Beach, VA
• 2002-09-30 → 2014-09-04
  Next Financial Group, Inc.
  Virginia Beach, VA
  Chesapeake, VA
  Chesapeake, VA
  Chesapeake, VA
  Virginia Beach, VA
  Chesapeake, VA
• 2008-10-02 → 2011-09-14
  401K Power, Llc
  Chesapeake, VA

Other Businesses

1. 07/10/2025- Eden Way Business Center Condominium Association- Non-Profit Board Member- Not INV Related- At Chesapeake,VA- Start date-06/08/2019- 1 Hour Per Month 2. 07/10/2025- Equity For Life Properties, LLC- Chesapeake- Real Estate Rental- Not INV Related- At Chesapeake, VA- Start date 11/16/2004- 1 Hour Per Month 3. 07/10/2025-Equity For Life Properties II, LLC- Real Estate Rental- INV Related- At Chesapeake, VA- Start date 06/08/2006- 1 Hour Per Month 4, 07/10/2025- Stanley Financial, Inc.- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 02/01/2022- 10 Hours Per Month- 5 Hours During Trading 5. 07/10/2025-Mark Stanley- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/14/2020- 2 Hours Per Month

Exams

• S66 Uniform Combined State Law Examination
  2001-12-29