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Mark Robert Helliker

LPL FINANCIAL LLC·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 63Clean recordLPL FINANCIAL LLC
75 STATE STREET, 24TH FLOOR, BOSTON, MA 02109CRD# 3149815Firm CRD# 6413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Robert Helliker · BOSTON, MA
Registration
CRD #3149815 · LPL FINANCIAL LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LPL FINANCIAL LLC
CRD 6413 · SEC 801-10970
AUM
$463.5B
Regulatory assets under management
Employees
35,841
1,910,545 client accounts
Services offered by LPL FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LPL FINANCIAL LLC →
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04

Frequently Asked Questions

What services does Mark Robert Helliker offer?
Mark Robert Helliker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Mark Robert Helliker's credentials?
Mark Robert Helliker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Robert Helliker located?
Mark Robert Helliker is based in BOSTON, Massachusetts, working with LPL FINANCIAL LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Mark Robert Helliker charge for services?
Mark Robert Helliker's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LPL FINANCIAL LLC?
LPL FINANCIAL LLC has approximately 35841 employees and manages $463.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LPL FINANCIAL LLC

Judith Kohoskie Ricketts
FORT MILL, SC
Paul Middlemiss
BOSTON, MA
Tracy Ellen Calder
BOSTON, MA
Brent Blain Simonich
FORT MILL, SC
James Mchale
FORT MILL, SC
Joan Dominy Khoury
BOSTON, MA

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Research
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