Mark Alan Freed

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

• 12/2015 → 05/2024
  Pnc Investments
  Wilmington, DE
• 05/2024 → Present
  Lpl Financial Llc
  Wilmington, DE

Previous Registrations

• 2016-01-13 → 2024-06-03
  Pnc Wealth Management Llc
  Wilmington, DE
  Greenville, DE
  Wilmington, DE
  Wilmington, DE
• 2012-05-11 → 2015-12-07
  Investment Centers Of America, Inc.
  Pennsville, NJ

Other Businesses

1) 03/04/2025- Momentum Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/28/2025 2) 09/08/2025- First Summit Parnters LLC- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 05/31/2024- 1 Hour Per Month- 1 Hour During Trading 3) 09/08/2025- Momentum Insurance Services-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/04/2025- 10 Hours Per Month- 10 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2012-05-10

Other Names

• Mark Freed