Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Grand Blanc
11yrs
Mark Smith
Financial advisor at LPL Financial
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office11400 Grand Blvd, Grand Blanc, MI 48439
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Combined State Law Examination
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Grove Point Advisors, LLCPreviously
- 2015 – 2021Grove Point Investments, LLCPreviously
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
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 Smith. Mark works from the Grand Blanc, MI office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2015, about 11 years. 11 years in the industry.
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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