UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
20yrs
Mark Stratton is a financial advisor in Dallas, Texas, with 20 years in the industry. After 15 years at Eagle Strategies, Mark joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. Mark holds the CFP® designation.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in Texas
Office13455 Noel Rd. Suite 2150, Dallas, TX 75240
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.
Series 63Uniform Securities Agent State Law Examination
Career
- May 2026 – nowLPL Financial LLCCurrent firm
- 2011 – 2026Eagle Strategies LLCPreviously
Contact Mark
13455 Noel Rd. Suite 2150Dallas, TX 75240Office · 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.
- 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 Stratton. Mark works from the Dallas, TX office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2006, about 20 years. More experience than 65% of advisors in Texas.
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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