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Mark Simpson Email & Phone Number

CFP®Certified Financial Planner, Registered Representative at LPL Financial at LPL Financial

Location: Houston, Texas, United States 3 work roles 2 schools

1 work email found @comcast.net 2 phones found area 713 LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

LPL Financial

Role

CFP®Certified Financial Planner, Registered Representative at LPL Financial

Location

Houston, Texas, United States

Company size

7900 employees

Who is Mark Simpson? Overview

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Quick answer

Mark Simpson is listed as CFP®Certified Financial Planner, Registered Representative at LPL Financial at LPL Financial, a company with 7900 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 713, and a matched LinkedIn profile for Mark Simpson.

Mark Simpson previously worked as Owner, Mark Simpson CFP®Certified Financial Planner, Registered Representative at LPL Financial at Lpl Financial and CFP®Certified Financial Planner, Registered Representative at NEXT Financial Services Group at Next Financial Group, Inc.. Mark Simpson holds Bachelor'S Degree, Psycholgy from The University Of Texas At Austin.

Company email context

Email format at LPL Financial

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{first_initial}{last}@comcast.net

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AeroLeads found 1 current-domain work email signal for Mark Simpson. Compare company email patterns before reaching out.

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Profile bio

About Mark Simpson

I am proud to be recognized in Texas Monthly as one of the 2012, 2013, 2014, 2015, 2017, 2018 Five Star Wealth Managers in Houston. Only 3% of wealth managers in the Houston region received this award. It is an honor to help my clients achieve their financial goals. My company believes that good financial decisions don't have to be confusing. We provide simple, proven techniques that help you make the most of your money and achieve more of your financial goals. We do this by creating a custom financial plan that will help you clarify and define your goals. Then we recommend solutions to fit your needs in a comprehensive and understandable way. And we don't stop there, we will keep you aware of how changing financial conditions affect you and we monitor your financial progress and keep you updated.** "Texas Monthly and Five Star Professionals partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average one-year client retention rate for this year's award winners is more than 96%... This group represents less than 3% of wealth managers in the Houston region". (Texas Monthly Magazine September 2012, 2013, 2014, 2015, 2017, 2018.The FIVE Star Award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity.*Securities and investment advisory services offered through LPL Financial Member FINRA/SIPC. Mark Simpson, CFP is not an affiliate of LPL Financial . To view other important client information, visit LPL.com Any posts on this site may not reflect the views or opinions of LPL Financial. FINRA (https://www.finra.org) and SIPC (https://www.sipc.org)

Listed skills include Equities, Financial Advisory, Retirement, Mutual Funds, and 1 others.

Current workplace

Mark Simpson's current company

Company context helps verify the profile and gives searchers a useful next step.

Lpl Financial

CFP®Certified Financial Planner, Registered Representative at LPL Financial

san diego, california, united states

Website

lpl.com

Employees

7900

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Company profile

View company profile Email format

3 roles · 38 years

Mark Simpson work experience

A career timeline built from the work history available for this profile.

Owner, Mark Simpson Cfp®Certified Financial Planner, Registered Representative At Lpl Financial

Current

Lpl Financial

Houston, Texas, United States

For over 32 years my mission has been to enable people at, or planning for, retirement to maintain their standard of living throughout their retirement. We help clients develop a plan so they can enjoy freedom and a great quality of life, and have fun doing what is important to them and their family. Securities and financial planning offered through LPL.

Dec 2019 - Present

Cfp®Certified Financial Planner, Registered Representative At Next Financial Services Group

Next Financial Group, Inc.

Houston, Texas Area

As a Certified Financial Planner we can:
Help you clarify and define your goals
Recommend solutions that fit your needs
Deliver timely information
Explain how changing financial conditions affect you
Monitor your financial progress

2011 - Dec 2019

Owner, Mark Simpson Cfp®Certified Financial Planner,

Cfp®Certified Financial Planner, Retirement Specialist, Investment Adviser Representative

Houston, Texas Area

1988 - Dec 2019

Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

CN

Carol Novacek Colleague at Lpl Financial Buffalo, Minnesota, United States, United States View → EA

Eric Antkowiak Colleague at Lpl Financial Hampstead, New Hampshire, United States, United States View → PL

Paul Lebel Colleague at Lpl Financial Cambridge, Massachusetts, United States, United States View → CW

Chelsea Wheeler Colleague at Lpl Financial San Diego, California, United States, United States View → PD

Piper Densmore Mcafee Colleague at Lpl Financial Dublin, Georgia, United States, United States View → MH

Mark Harris Colleague at Lpl Financial Fort Mill, South Carolina, United States, United States View → DY

Ds Yianas Colleague at Lpl Financial Palatine, Illinois, United States, United States View → RS

Ralph Sirignano Colleague at Lpl Financial San Diego, California, United States, United States View → JT

Judy Tolentino Colleague at Lpl Financial San Diego, California, United States, United States View → JC

John Cartmill Colleague at Lpl Financial El Cajon, California, United States, United States View →

2 education records

Mark Simpson education

Bachelor'S Degree, Psycholgy

The University Of Texas At Austin

University Of Texas - Austin, Ba Psychology

Memorial High School

FAQ

Frequently asked questions about Mark Simpson

Quick answers generated from the profile data available on this page.

What company does Mark Simpson work for?

Mark Simpson works for LPL Financial.

What is Mark Simpson's role at LPL Financial?

Mark Simpson is listed as CFP®Certified Financial Planner, Registered Representative at LPL Financial at LPL Financial.

What is Mark Simpson's email address?

AeroLeads has found 1 work email signal at @comcast.net for Mark Simpson at LPL Financial.

What is Mark Simpson's phone number?

AeroLeads has found 2 phone signal(s) with area code 713 for Mark Simpson at LPL Financial.

Where is Mark Simpson based?

Mark Simpson is based in Houston, Texas, United States while working with LPL Financial.

What companies has Mark Simpson worked for?

Mark Simpson has worked for Lpl Financial, Next Financial Group, Inc., and Cfp®Certified Financial Planner, Retirement Specialist, Investment Adviser Representative.

Who are Mark Simpson's colleagues at LPL Financial?

Mark Simpson's colleagues at LPL Financial include Carol Novacek, Eric Antkowiak, Paul Lebel, Chelsea Wheeler, and Piper Densmore Mcafee.

How can I contact Mark Simpson?

You can use AeroLeads to view verified contact signals for Mark Simpson at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Mark Simpson attend?

Mark Simpson holds Bachelor'S Degree, Psycholgy from The University Of Texas At Austin.

What skills is Mark Simpson known for?

Mark Simpson is listed with skills including Equities, Financial Advisory, Retirement, Mutual Funds, and Wealth Management.

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