Ameriprise Financial Services
43yrs
Top advisor by experience in Gaithersburg
7yrs
Mark Searles is a fiduciary financial advisor in Gaithersburg, Maryland, with 7 years in the industry. After four years at Grove Point Advisors and a year at Grove Point Investments, Mark joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 109 advisors with offices in Gaithersburg, and one of 101 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office13 E Deer Park Dr, Gaithersburg, MD 20877
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
- 2021 – 2025Grove Point Advisors, LLCPreviously
- Jul 2020 – Apr 2021Grove Point Investments, LLCPreviously
- Feb 2020 – Jul 2020SSN Advisory, 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
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 Searles. Mark works from the Gaithersburg, MD office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2020, about 7 years. 7 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
40yrs
Top 2% by experience in Gaithersburg
Wells Fargo Advisors
39yrs
Top 3% by experience in Gaithersburg
LPL Financial
38yrs
Top 5% by experience in Gaithersburg
LPL Financial
38yrs
Top 5% by experience in Gaithersburg
Goldsborough Capital Management
37yrs
Top 6% by experience in Gaithersburg