Mark Bernard Lublin

Employer firm

Integrated Advisors Network LLC CRD 171991

$5.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 10/2016
  Keystone Capital Corporation
  San Diego, CA
• 10/2016 → Present
  Open Network Financial Dba Of Integrated Advisors Network
  Newtown, MA

Previous Registrations

• 2014-08-19 → 2016-10-31
  Coinbase Capital Markets Corp
  West Newton, MA
  New York, NY
  West Newton, MA

Other Businesses

1.OPEN NETWORK FINANCIAL CONSULTING - OFFERS CLIENTS TERM/UNIVERSAL/ WHOLE LIFE INSURANCE, LONG TERM CARE INSURANCE, DISABILITY INCOME INSURANCE & FIXED & IMMEDIATE ANNUITIES - NO VARIABLE LIFE OR INDEXED ANNUITIES . 2. SALE OF FIXED ANNUITIES AND FIXED LIFE INSURANCE. RELATIONSHIP START DATE 01/24/08. 20 HOURS PER MONTH DEVOTED TO THIS, 2 OF WHICH ARE DURING SECURITES TRADING HOURS. I WILL BE EVALUATING, SELECTING AND SELLING FIXED ANNUITIES AND FIXED LIFE INSURANCE TO INTERESTED CLIENTS. COMPENSATION IS ON A CASE BY CASE BASIS WITH THE INSURANCE CARRIER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-08
• S63 Uniform Securities Agent State Law Examination
  1992-10-23