Financial advisor
Mark Dickerson
Now at LPL Financial · Cebert Wealth Advisors · The Villages, FL
Registered as MARK LEE DICKERSON
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Cebert Wealth Advisors | Ameriprise Independent Advisors | LPL Financial | Lateral | May 20, 2026 | $1.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Investment adviser | February 2, 2026 | Current |
| LPL FINANCIAL LLC | Broker-dealer | February 2, 2026 | Current |
| AMERIPRISE FINANCIAL SERVICES, LLC | Investment adviser | January 29, 2024 | February 4, 2026 |
| AMERIPRISE FINANCIAL SERVICES, LLC | Broker-dealer | January 26, 2024 | February 4, 2026 |
| DESTINY WEALTH PARTNERS, LLC | Investment adviser | February 3, 2022 | November 30, 2023 |
| AMERIPRISE FINANCIAL SERVICES, LLC | Investment adviser | August 15, 2018 | January 26, 2022 |
| AMERIPRISE FINANCIAL SERVICES, LLC | Broker-dealer | August 15, 2018 | January 26, 2022 |
| FSC SECURITIES CORPORATION | Investment adviser | May 1, 2014 | August 21, 2018 |
| FSC SECURITIES CORPORATION | Broker-dealer | April 22, 2014 | August 21, 2018 |
| MORGAN STANLEY | Investment adviser | July 18, 2012 | April 16, 2014 |
| MORGAN STANLEY | Broker-dealer | July 17, 2012 | April 16, 2014 |
| NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) | Investment adviser | September 18, 2009 | June 18, 2012 |
| NATIONAL PLANNING CORPORATION | Broker-dealer | September 4, 2009 | June 18, 2012 |
| WELLS FARGO ADVISORS, LLC | Investment adviser | May 7, 2007 | August 24, 2009 |
| WELLS FARGO ADVISORS, LLC | Broker-dealer | May 7, 2007 | August 24, 2009 |
| MORGAN STANLEY & CO., INCORPORATED | Investment adviser | April 2, 2007 | May 9, 2007 |
| MORGAN STANLEY & CO., INCORPORATED | Broker-dealer | April 2, 2007 | May 9, 2007 |
| MORGAN STANLEY | Investment adviser | March 10, 2003 | April 2, 2007 |
| MORGAN STANLEY DW INC. | Broker-dealer | March 10, 2003 | April 2, 2007 |
| UBS PAINEWEBBER INC. | Investment adviser | April 8, 1999 | March 19, 2003 |
| UBS PAINEWEBBER INC. | Broker-dealer | January 19, 1999 | March 19, 2003 |
| EDWARD D. JONES & CO., L.P. | Broker-dealer | December 18, 1996 | January 20, 1999 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.