Wells Fargo Advisors
47yrs
Top advisor by experience in Fort Myers
29yrs
Mark Lablance
Full name on record: Mark Daniel Lablance
Financial advisor at William Joseph Capital Management
Based in Fort Myers, Florida, Mark Lablance is a fiduciary financial advisor with 29 years of industry experience. Mark has been with William Joseph Capital Management since 2024; before that, Mark spent four years at Lablance Financial Group and six years at M1 Capital Management. William Joseph Capital Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 470 advisors with offices in Fort Myers, and one of 423 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience nationwide
OfficeFort Myers, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$369,482
Advisors at the firm29
States licensed ?1 state
Services through William Joseph Capital Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2024 – nowWilliam Joseph Capital Management, Inc.Current firm
- 2020 – 2024Lablance Financial Group, LLCPreviously
- 2015 – 2021M1 Capital Management LLCPreviously
- 2011 – 2015First Midwest Securities, Inc.Previously
- Sep 2009 – Aug 2011LPL Financial LLCPreviously
- 2007 – 2009Advance Capital Management Inc.Previously
Contact Mark
(860) 973-3214Firm headquarters in Bristol, CT. Ask for Mark. Fort Myers, FLOffice · Get directions Facebook pageWilliam Joseph Capital ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call William Joseph Capital Management at (860) 973-3214 and ask for Mark Lablance. Mark works from the Fort Myers, FL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1997, about 29 years. Top 17% by experience nationwide.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
William Joseph Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Uhler Vertich White Advisors
47yrs
Top advisor by experience at Uhler Vertich White Advisors
Sanctuary Advisors
46yrs
Top advisor by experience at Sanctuary Advisors
Amerity Wealth Management
45yrs
Top advisor by experience at Amerity Wealth Management
Morgan Stanley
45yrs
Top 1% by experience in Fort Myers
Morgan Stanley
45yrs
Top 1% by experience in Fort Myers