Mark Robert Lehrkamp

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 08/2016 → 09/2016
  Unemployed
  Indianapolis, IN
• 09/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Simons Island, GA
• 03/2017 → Present
  Bank Of America, N.A.
  Saint Simons Island, GA

Other Businesses

I*1728264, Entity Type, Name of OBA: Mark Lehrkamp Admin Est of F.R. Estate, Address: St. Simons Island, GA, 31522, Investment Related: No, Position, Title, Association: Administrator, Employee Start Date: 09/13/2021, No Hours: 3hrs/Mo, No Hours during trading: 1, Duties:, I*819368, Entity Type, Name of OBA: F.L.R., Address: St. Simons Island, GA, 31522, Investment Related: No, Position, Title, Association: Administrator, Employee Start Date: 04/20/2022, No Hours: 3hrs/Mo, No Hours during trading: 1, Duties: I*1888316 Entity Charitable Name of OBA: Exchange Club of Brunswick, GA Address: Brunswick, Georgia, 31525 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2024 No Hours: 5 No Hours during trading: 1 Duties: Board Member position

Exams

• S66 Uniform Combined State Law Examination
  2017-01-06

Other Names

• Mark Lehrkamp