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Mark Hanson Phillabaum

LPl Financial LLC

Farmington Hills, MI

West Bloomfield, MI

CRD 6875314

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-02-23
  • MI RA
    APPROVED
    Since 2018-02-23

Branch Locations

31731 Northwestern Hwy Ste 151W, Farmington Hills, MI 48334 • United States

West Bloomfield, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ford Motor Company Dearborn MI 03/1991 09/2017
Lpl Financial Llc Farmington Hills MI 12/2017 Present
  • 03/1991 → 09/2017
    Ford Motor Company
    Dearborn, MI
  • 12/2017 → Present
    Lpl Financial Llc
    Farmington Hills, MI
Other Businesses

1. 12/08/2017 - CSRB Horizons LLC - Family Farm - non-inv rel - Durant, IA - start: 05/2004 - 10 hr/mth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-23
  • S66 Uniform Combined State Law Examination
    2018-02-23

View on SEC IAPD

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