Mark D Alpert

Current Employers

Employment History

• 12/2011 → Present
  Lpl Financial, Llc
  Hanover, MA
• 12/2013 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2012-02-06 → 2013-12-02
  U.S. Financial Advisors
  Hanover, MA
  Wilmington, DE

Other Businesses

(1) 12/01/2011: Mark D Alpert, CPA - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) (2) 01/13/2014: ALPERT FINANCIAL - Non-Variable Insurance DBA - DBA: ALPERT FINANCIAL - Investment Related - At Reported Business Location(s) - 50% Time Spent - Life, Health, Disability, LTC, Fixed Annuities (3) 01/14/2014: PRIVATE ADVISOR GROUP - Registered Investment Advisor DBA - DBA: (Hybrid) ALPERT FINANCIAL - Investment Related - At Reported Business Location(s) - 30% Time Spent - Charge wrap fees and / or provide financial plan for a fee, etc. (4) 08/26/2016: PRIVATE ADVISOR GROUP - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - 25% Time Spent - I provide investment advisory services through PRIVATE ADVISOR GROUP, an independent investment advisor firm. I started this business activity in 1/7/2014 I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 11/14/2023 - ALPERT FINANCIAL - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2013 - 64 Hours Per Month/ During Trading (6) 11/14/2023 - PRIVATE ADVISOR GROUP LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/01/2013 - 64 Hours Per Month/ During Trading - I provide investment advisory services through Private Advisor Group 11/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-26
• S63 Uniform Securities Agent State Law Examination
  1999-03-25