Mark Andrew Bonfield

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

• 10/2016 → 02/2017
  The Prudential Insurance Of America
  Cincinnati, OH
• 10/2016 → 02/2017
  Pruco Securities Llc
  Cincinnati, OH
• 02/2017 → 06/2018
  Bbtis
  Covington, KY
• 01/2016 → 06/2018
  Bb&T Securities, Llc
  Newport, KY
• 03/2020 → 01/2021
  Appreciation Financial
  Cincinnati, OH
• 06/2018 → 01/2021
  Farmers Insurance
  Cincinnati, OH
• 04/2020 → 01/2021
  Encompass More, A Division Of Verity Asset Management
  Durham, NC
• 04/2020 → 01/2021
  Encompass Investments, A Division Of Verity Investments, Inc.
  Durham, NC
• 02/2021 → 06/2021
  Fidelity Investments
  Covington, KY
• 07/2021 → 05/2025
  Pnc Investments
  Cincinnati, OH
• 05/2025 → Present
  Lpl Financial Llc
  Cincinnati, OH
• 05/2025 → Present
  General Electric Credit Union
  Cincinnati, OH

Previous Registrations

• 2021-07-26 → 2025-05-30
  Pnc Wealth Management Llc
  Cincinnati, OH
  Cleves, OH
  Cincinnati, OH
• 2021-04-24 → 2021-06-18
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2020-05-12 → 2021-02-03
  Verity Asset Management
  Cincinnati, OH
  Durham, NC
• 2018-01-02 → 2018-06-06
  Bb&T Securities, Llc
  Bowling Green, KY
  Charlotte, NC
  Washington, DC
  Alexandria, KY
  Fort Wright, KY
  Covington, KY
  Erlanger, KY
  Newport, KY
• 2017-02-09 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Washington, DC
  Alexandria, KY
  Fort Wright, KY
  Covington, KY
  Erlanger, KY
  Newport, KY
• 2010-09-22 → 2016-10-11
  Allstate Financial Advisors, Llc
  Cincinnati, OH
  Loveland, OH
• 2009-11-13 → 2010-07-23
  Pnc Wealth Management Llc
  Cincinnati, OH
• 2008-08-28 → 2009-11-13
  Natcity Investments, Inc.
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1) 5/15/2025- GECU Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related- at reported business location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-12
• S63 Uniform Securities Agent State Law Examination
  2005-05-03

Other Names

• Mark Andrew Bonfield
• Mark A. Bonfield
• Mark A. Bonfield
• Mark A Bonfield
• Mark Bonfield