Royal Palm Investment Advisors
40yrs
Top advisor by experience in Longwood
31yrs
Based in Longwood, Florida, Mark Loop is a fiduciary financial advisor with 31 years of industry experience. Mark has been with LPL Financial since 2024; before that, Mark spent ten years at Arbor Point Advisors and three years at Commonwealth Financial Network. Mark holds the CFP® designation.
One of 44 advisors with offices in Longwood, and one of 39 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 15% by experience in Florida
Office407 Wekiva Springs Road Suite 215, Longwood, FL 32779
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2014 – 2024Arbor Point AdvisorsPreviously
- 2011 – 2014Commonwealth Financial NetworkPreviously
- Apr 2005 – Dec 2005Raymond James Financial Services, Inc.Previously
- 2002 – 2005Hornor, Townsend & Kent, LLCPreviously
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?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 LPL Financial at 704-733-3300 and ask for Mark Loop. Mark works from the Longwood, FL office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1995, about 31 years. Top 15% by experience in Florida.
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?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.
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