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Marc Adam Danchak

LPl Financial LLC

Jacksonville, FL

CRD 7101007

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-13
FL RA APPROVED 2024-09-04
  • TX RA
    APPROVED_RES
    Since 2024-09-13
  • FL RA
    APPROVED
    Since 2024-09-04

Branch Locations

Jacksonville, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company St. Augustine FL 11/2018 01/2022
Mml Investors Services, Llc St. Augustine FL 04/2019 01/2022
New Hope Financial Group New Hope PA 04/2014 12/2018
Citi Group Person Wealth Management Jacksonville FL 02/2022 09/2024
Lpl Financial Jacksonville FL 09/2024 Present
  • 11/2018 → 01/2022
    Massmutual Life Insurance Company
    St. Augustine, FL
  • 04/2019 → 01/2022
    Mml Investors Services, Llc
    St. Augustine, FL
  • 04/2014 → 12/2018
    New Hope Financial Group
    New Hope, PA
  • 02/2022 → 09/2024
    Citi Group Person Wealth Management
    Jacksonville, FL
  • 09/2024 → Present
    Lpl Financial
    Jacksonville, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-05
  • S66 Uniform Combined State Law Examination
    2019-11-05
Other Names
  • Marc Danchak

View on SEC IAPD

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