Frederick Mark Atiyeh

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

• 07/1999 → 05/2024
  Crown Capital Securities, L.P.
  Northville, MI
• 04/2024 → 06/2024
  Legacy Investment Strategies, Llc
  Gretna, LA
• 04/2010 → 05/2024
  Crown Capital Securities, L.P.
  Morthville, MI
• 05/2024 → Present
  Lpl Financial Llc
  Whitmore Lake, MI

Previous Registrations

• 2024-05-23 → 2024-06-06
  Legacy Investment Strategies, Llc
  Metairie, LA
  Whitmore Lake, MI
• 2010-04-08 → 2024-04-30
  Crown Capital Securities, L.P.
  Houghton Lake, MI
  Whitmore Lake, MI
  Orange, CA

Other Businesses

(1) 05/01/2024 - Real Estate Rental - Owner - Investment Related - Commerce Township, MI - Start Date 8/10/2024 - 5 Hours Per Month/ 1 Hour During Trading (2) 05/01/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 7/10/2011 - 4 Hours Per Month/ 1 Hour During Trading (3) 05/01/2024 - Public Notary - Notary - Investment Related - At Reported Business Location(s) - Start Date 6/19/2023 - 5 Hours Per Month/ 0.025 Hours During Trading (4) 05/01/2024 - Financial Planning and Investments, INC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2010 (5) 05/01/2024 - Hamburg Acquisitions - Real Estate Rental - Owner - Investment Related - Merritt, MI - Start Date 5/4/2020 - 0.5 Hours Per Month/ 0.5 Hours During Trading (6) 05/01/2024 - JR Enterprises Howell - Real Estate Rental - Owner - Investment Related - Howell, MI - Start Date 01/03/2008 - 5 Hours Per Month/ 1 Hour During Trading (7) 05/01/2024 - Real Estate Rental - Owner - Investment Related - Plymouth, MI - Start Date 1/1/1990 - 5 Hours Per Month/ 1 Hour During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1979-10-30

Designations

• Certified Financial Planner

Other Names

• Jr Atiyeh
• Fred Mark Atiyeh