LPL Financial
33yrs
Top 12% for experience nationwide
47yrs
Frederick Mark Atiyeh
Financial advisor at LPL Financial
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor for experience in Whitmore Lake
Office7859 E Michigan 36, Whitmore Lake, MI 48189
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- May 2024 – Jun 2024Legacy Investment Strategies, LLCPreviously
- 2010 – 2024Crown Capital Securities, L.P.Previously
Questions to ask Frederick
Tailored to Frederick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
About Frederick
How do I contact Frederick?
Call LPL Financial at 704-733-3300 and ask for Frederick Mark Atiyeh. Frederick works from the Whitmore Lake, MI office.
How long has Frederick been a financial advisor?
Frederick has been in the industry since 1979, about 47 years. Top advisor for experience in Whitmore Lake.
What licenses does Frederick hold?
Series 63. Tap any license on this page to see what it allows.
Is Frederick a fiduciary?
Frederick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Frederick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Frederick 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.
Other advisors nearby
LPL Financial
22yrs
More experience than 67% of advisors in Whitmore Lake
LPL Financial
21yrs
More experience than 64% of advisors nationwide
C&d Wealth Advisors
16yrs
More experience than 52% of advisors nationwide
Strategic Advisers
16yrs
Top 23% for experience at Strategic Advisers
Strategic Advisers
9yrs
More experience than 54% of advisors at Strategic Advisers