Focus Partners Wealth
35yrs
Top advisor by experience in Morgan Hill
29yrs
Mark Grisedale is a financial advisor in Morgan Hill, California, with 29 years in the industry. Mark joined LPL Financial in 1997, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience in Morgan Hill
Office17500 Depot St, Suite 130, Morgan Hill, CA 95037
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 1997 – nowLPL Financial LLCCurrent firm
Contact Mark
17500 Depot St, Suite 130Morgan Hill, CA 95037Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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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
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About Mark
How do I contact Mark?
Call LPL Financial at (704) 733-3300 and ask for Mark Grisedale. Mark works from the Morgan Hill, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1997, about 29 years. Top 18% by experience in Morgan Hill.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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