Mark Allen Tuson

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

• 05/1999 → 07/2021
  Waddell & Reed, Inc.
  Bedford, NH
• 09/1999 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Manchester, NH
• 04/2021 → 07/2021
  Tasg, Llc
  Bedford, NH
• 07/2021 → Present
  Lpl Financial Llc
  Bedford, NH

Previous Registrations

• 1999-10-01 → 2021-07-21
  Waddell & Reed
  Manchester, NH
  Bedford, NH
  Dover, MA
  Bedford, NH
  Hamden, CT
  Overland Park, KS

Other Businesses

1) 4/2021 - DBA for LPL Business (entity for LPL business) - Granite Vista Resources - Investment Related - South Bedford, NH 03110 2) 4/2021 - Business Entity For Tax/Investment Purposes Only - T ASG, LLC - Not Investment Related - South Bedford, NH 03110

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-02
• S63 Uniform Securities Agent State Law Examination
  1999-06-15

Other Names

• Mark Tuson