Mark Allen Fitzmorris

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

• 03/2004 → Present
  Educational Community Credit Union
  Jacksonville, FL
• 03/2004 → Present
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Fleming Island, FL

Previous Registrations

• 2004-04-07 → 2025-05-15
  Cuso Financial Services, L.P.
  San Diego, CA
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Fleming Island, FL
  Orange Park, FL
  St. Augustine, FL
  Jacksonville, FL
  St. Augustine, FL
  Jacksonville, FL
• 1998-06-30 → 2003-08-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

1. 05/15/2025- Community First Investment Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-12
• S63 Uniform Securities Agent State Law Examination
  1998-07-16

Other Names

• Mark A Fitzmorris