Mark G Mannarelli

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

• 09/2013 → 07/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2018 → Present
  Lpl Financial, Llc
  La Canada Flintridge, CA

Previous Registrations

• 2013-09-03 → 2018-07-23
  Cetera Wealth Services, Llc
  La Canada Flintridge, CA
• 2006-01-24 → 2013-09-03
  Walnut Street Securities, Inc.
  La Canada Flintridge, CA

Other Businesses

1)07/20/2018 - Tax Prep/Accounting/CPA - Mannarelli Financial Services - 5% - INVESTMENT RELATED - La Canada Flintridge, CA 91011 2) 12/3/2018 - Blue Shield - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/01/2015 - 0 Hours Per Month - Health insurance. 3) 10/26/2022 - NEW CENTURY PROPERTIES, LLC - Investment Related - Redondo Beach, CA - Real Estate Rental - Start Date: 11/10/2022 - 10 Hours Per Month/0 Hours During Securities Trading - Purchasing duplex for rental. 4) 11/01/2022 - Warfield Properties, Llc - Investment Related - Redondo Beach, CA 90278 - Real Estate Rental - Start Date: 08/15/2022 - 10 Hours Per Month/10 Hours During Securities Trading - Purchasing duplex for rental.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-01
• S65 Uniform Investment Adviser Law Examination
  1998-06-08

Designations

• Certified Financial Planner

Other Names

• Mark Mannarelli