Mark Fleksher

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

• 09/2004 → 06/2024
  Securities America, Inc.
  Franklin Lakes, NJ
• 10/2004 → 06/2024
  Securities America Advisors, Inc.
  Franklin Lakes, NJ
• 10/2007 → Present
  Prestige Wealth Group, Llc
  Franklin Lakes, NJ
• 06/2024 → 12/2024
  Osaic Wealth, Inc.
  Kinnelon, NJ
• 12/2024 → Present
  Lpl Financial
  Franklin Lakes, NJ

Previous Registrations

• 2024-06-14 → 2024-12-11
  Osaic Wealth, Inc.
  Kinnelon, NJ
  Franklin Lakes, NJ
• 2004-10-05 → 2024-06-14
  Securities America Advisors, Inc.
  Kinnelon, NJ
  Hamburg, NJ
  Fairfield, NJ
  Franklin Lakes, NJ
• 2003-07-16 → 2005-08-02
  International Planning Alliance, Llc
  South Plainfield, NJ

Other Businesses

Prestige Wealth Group, LLC - DBA - Investment Related - Kinnelon, NJ - Start Date 12.06.24 - Hours per month 160 - Time Spent 100 Prestige Wealth Group, LLC - NVI - Investment Related - Kinnelon, NJ - Start Date 12.06.24 - Hours per month 4.5 - Time Spent 3%

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-23
• S63 Uniform Securities Agent State Law Examination
  1996-03-13

Other Names

• Fletch Fletcher
• Mark Fleksher