LPL Financial
45yrs
Top advisor by experience in Lancaster
20yrs
Based in Lancaster, Pennsylvania, Mark Roda is a fiduciary financial advisor with 20 years of industry experience. Mark joined Commonwealth Financial Network in 2011, after five years at Sherman Werst Wealth Advisors and five years at TD Ameritrade. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 425 advisors with offices in Lancaster, and one of 382 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 63% of advisors in Lancaster
Office1860 Charter Lane Suite 203, Lancaster, PA 17601
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- 2011 – 2016Sherman Werst Wealth AdvisorsPreviously
- 2011 – nowCommonwealth Financial NetworkCurrent firm
- 2006 – 2011TD Ameritrade, Inc.Previously
- 2006 – 2011TD Ameritrade Investment Management, LLCPreviously
Contact Mark
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Mark. 1860 Charter Lane Suite 203Lancaster, PA 17601Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Commonwealth Financial Network at (781) 736-0700 and ask for Mark Roda. Mark works from the Lancaster, PA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2006, about 20 years. More experience than 63% of advisors in Lancaster.
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?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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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