Mark Simpson

Mark Simpson is a Certified Financial Planner (CFP®) and Registered Representative at LPL Financial, based in Houston, Texas.3 He has extensive experience in the financial industry, having started his career in finance in 1986.6

Education and Certification

Mark received his B.A. from the University of Texas in Austin in 1977 and earned his CFP® certification from the College of Financial Planning in 1988.2 This certification demonstrates his expertise and commitment to maintaining high standards in financial planning.

Professional Recognition

Mark Simpson has been recognized for his excellence in the field:

• He has been named a Five Star Wealth Manager multiple times, specifically in 2012, 2013, 2014, 2015, 2017, and 2018, as featured in Texas Monthly.3

Career and Experience

With over three decades of experience in the financial industry, Mark has helped clients navigate various market conditions.2 He is currently associated with LPL Financial LLC, which is known as the nation's largest independent broker/dealer.1

As a CFP® and Registered Representative, Mark's role likely involves:

• Providing comprehensive financial planning services
• Offering investment advice and management
• Assisting clients with retirement planning
• Helping clients navigate complex financial situations

Location

While some sources indicate that Mark is based in Houston, Texas34, there is also information suggesting he may be working out of Ocean Springs, Mississippi.5 This discrepancy could be due to multiple professionals with the same name or a recent relocation.

Mark Simpson's LinkedIn profile can be found under the username mark-simpson-51424829, which aligns with the information provided in the query.3