Mark Adam Lebovitz

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

• 03/2015 → Present
  Lpl Financial Llc
  Farmington Hills, MI

Other Businesses

1. 3/20/15-M&L MANAGEMENT COMPANY/HOLDING COMPANY FOR OUAC OF NOVI LLC. ONCE UPON A CHILD FRANCHISE/%/NOVI, MI 2. 06/02/2015 - PRISM FINANCIAL MANAGEMENT INC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - INV REL - 31700 MIDDLEBELT RD SUITE 145 FARMINGTON HILLS, MI 48334 - START 05/27/2015. 3. 11/14/2016: North Coast Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/04/2016 - 0 Hours Per Month. 4. 8/15/2017: OUAC OF NOVI LLC - Not Investment Related - 41810 W. 10 Mile Road, Novi, MI 48375 - Other-Family Business - Started 05/01/2014 - 10 Hours Per Month/2 Hours During Securities Trading - Childrens clothing retail store. 5. 3/17/2021 - NCWM Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading - The entity will be for accounting purposes only.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-16