RBC Capital Markets
46yrs
Top advisor by experience in Frisco
22yrs
Mark Heck is a fiduciary financial advisor in Frisco, Texas, with 22 years in the industry. Mark joined LPL Financial in 2025, after three years at SCF Investment Advisors and seven years at Advisor Resource Council. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 71% of advisors in Texas
Office2600 Dallas Parkway Suite 520 Suite 520, Frisco, TX 75034
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2022 – 2025SCF Investment Advisors, Inc.Previously
- 2013 – 2020Advisor Resource CouncilPreviously
- 2011 – 2022LPL Financial LLCPreviously
- 2004 – 2011Valic Financial Advisors, Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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 Heck. Mark works from the Frisco, TX office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2004, about 22 years. More experience than 71% of advisors in Texas.
What licenses does Mark hold?
Series 66. 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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