Mark Steven Mcneely

Current Employers

Employment History

• 06/2016 → Present
  Lpl Financial, Llc
  Monroe, LA
• 06/2016 → 10/2023
  Newedge Advisors, Llc (Gwm Advisors, Llc)
  Monroe, LA

Previous Registrations

• 2016-06-16 → 2023-10-18
  Newedge Advisors
  Monroe, LA
  New Orleans, LA
  Monroe, LA
• 2013-02-13 → 2016-06-24
  Raymond James & Associates, Inc.
  Monroe, LA
• 2007-05-04 → 2013-02-13
  Morgan Keegan & Company, Llc
  West Monroe, LA
  Monroe, LA
  Monroe, LA
  Monroe, LA
  Monroe, LA
• 2006-05-03 → 2007-05-08
  Chase Investment Services Corp.
  Monroe, LA
  Monroe, LA

Other Businesses

1. 06/15/2016: McNeely Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 4/29/16 - 160 Hours Per Month/120 Hours During Securities Trading - Time Spent 50%. 2. 12/23/2020 - MCNEELY TAX SERVICE - Investment Related - Location/Address: UNKNOWN AT THIS TIME. - Tax Prep/Accounting/CPA - OWNER/OPERATOR - Start Date: 01/02/2021 - 20 Hours Per Month During Securities Trading - TAX PREPARATION SERVICE. 3. 11/13/2023 - CADENCE INVESTMENT SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 160 Hours Per Month/ 32 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-05-12
• S63 Uniform Securities Agent State Law Examination
  2003-01-30

Designations