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Mark B

Series 66

Pekin, IL

LPL Enterprise

Mark Bond is a Series 66-licensed financial advisor with LPL Enterprise in Pekin, IL, and has four years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Equitable Advisors. Outside of his advisory work, he serves on the board of Faith Baptist Church. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is model-driven, utilizing portfolios from LPL’s Research Department and third-party strategists, with a focus on delivering financial planning and access to third-party asset managers.

Tax-loss harvesting
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