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Credentials
Series 66
Experience Industry experience
24 years
Location
Ocracoke, NC
LPL Financial
Institution
Mark Stanley is a Series 66-registered financial advisor with LPL Financial, bringing 24 years of industry experience. He previously worked at Next Financial Group Inc. for over a decade and held positions at ARS Advisory, Inc. and 401K Power, LLC. Outside of advisory work, Stanley is involved in tax preparation and accounting through Stanley Financial, Inc., where he dedicates time monthly. He also serves as a board member of a nonprofit condominium association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management services, supported by a broad platform of advisory tools and extensive non-advisory financial activities.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Ocracoke, NC
Ocracoke NC
Advisors at this office
1
Louisiana · North Carolina · Texas · Virginia
24 years of industry experience
LPL Financial
2025 - Present • 1 year
Newport News, VA
Next Financial Group Inc
2015 - 2025 • 10 years
Viginia Beach, VA
ARS Advisory, Inc.
2014 - 2015 • 1 year
Virginia Beach, VA
401K Power, LLC
2008 - 2011 • 3 years
Chesapeake, VA
Next Financial Group, Inc.
2002 - 2014 • 12 years
VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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