AeroLeads people directory · profile
Mark Allen Davids, Cfp® Email & Phone Number
Registered Principal and Investment Executive
at
LPL Financial
1 work email found
@lpl.com
6 phones found area 847 and 815
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Principal and Investment Executive
Location
Greater Chicago Area, United States, United States
Company size
Who is Mark Allen Davids, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark Allen Davids, Cfp® is listed as Registered Principal and Investment Executive at LPL Financial, a company with 14027 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 847, 815, and a matched LinkedIn profile for Mark Allen Davids, Cfp®.
Mark Allen Davids, Cfp® previously worked as Registered Principal / Investment Executive at Lpl Financial and Wealth Management Advisor at Dorion Gray Retirement Planning. Mark Allen Davids, Cfp® holds Bachelor Of Arts, Speech Communications from University Of Illinois Urbana-Champaign.
Company email context
Email format at LPL Financial
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*@lpl.com
71% confidence
AeroLeads found 1 current-domain work email signal for Mark Allen Davids, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Mark Allen Davids, Cfp®
My goal is to deliver independent and creative advice on how to accumulate, preserve & distribute wealth during your retirement years. I completed my studies at University of Illinois - BA Speech Communications 1994 & completed the Certified Financial Planner course at Loyola University - Chicago 1996.My clients range from high level executives to small business owners.Specialties: All aspects of investments, cash management & insurance are available thru my business. I let some of the best companies compete for your business.Securities & Advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above FINRA Registered Branch: 8512 Prairie Field Dr. Union IL 60180Third party posts found on this profile do not reflect the the views of LPL Financial nor have been reviewed by LPL Financial for accuracy or completeness. For a list of states I am licensed in visit www.doriongray.com.
Listed skills include Retirement Planning, Strategic Financial Planning, Wealth Management, Estate Planning, and 16 others.
Current workplace
Mark Allen Davids, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Lpl Financial
4 roles
Mark Allen Davids, Cfp® work experience
A career timeline built from the work history available for this profile.
Registered Principal / Investment Executive
Current
Jun 2019 - Present
Wealth Management Advisor
Dorion Gray Retirement Planning
As an independent advisor, I advise families around planning for critical events - college, changing jobs, retirement. My advice covers the following areas - tax planning, investment management, retirement income plan, and estate & charitable design.For hyperlinks to FINRA and SIPC refer to See Contact information above.For a list of states I am registered.
Jan 1994 - Dec 2020
Registered Representatvie
Registered Representative of Securities America, Inc.
Jan 1998 - May 2019
Team & coworkers
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 14027 employees →
JV
James Veneziano, Crpc®
Colleague at Lpl Financial
Staten Island, New York, United States, United States
View →
JM
Jamal Magness
Colleague at Lpl Financial
Fort Mill, South Carolina, United States, United States
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PM
Patrick Murphy
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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DM
Daisy Martinez
Colleague at Lpl Financial
Orange County, California, United States, United States
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KC
Karla Castro
Colleague at Lpl Financial
United States, United States
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DC
Daniel Coil Cfp®
Colleague at Lpl Financial
Greater Chicago Area, United States
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SW
Shamika Wallace
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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RC
Rickie Cantrell
Colleague at Lpl Financial
West Palm Beach, Florida, United States, United States
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DY
Ds Yianas
Colleague at Lpl Financial
Palatine, Illinois, United States, United States
View →
CP
Cierra Pineda
Colleague at Lpl Financial
San Diego County, California, United States, United States
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James Veneziano, Crpc®
Colleague at Lpl Financial
Staten Island, New York, United States, United States
View →
JM
Jamal Magness
Colleague at Lpl Financial
Fort Mill, South Carolina, United States, United States
View →
PM
Patrick Murphy
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
View →
DM
Daisy Martinez
Colleague at Lpl Financial
Orange County, California, United States, United States
View →
KC
Karla Castro
Colleague at Lpl Financial
United States, United States
View →
DC
Daniel Coil Cfp®
Colleague at Lpl Financial
Greater Chicago Area, United States
View →
SW
Shamika Wallace
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
View →
RC
Rickie Cantrell
Colleague at Lpl Financial
West Palm Beach, Florida, United States, United States
View →
DY
Ds Yianas
Colleague at Lpl Financial
Palatine, Illinois, United States, United States
View →
CP
Cierra Pineda
Colleague at Lpl Financial
San Diego County, California, United States, United States
View →
2 education records
Mark Allen Davids, Cfp® education
Bachelor Of Arts, Speech Communications
University Of Illinois Urbana-Champaign
Cfp, Financial Planning
Loyola University Chicago
FAQ
Frequently asked questions about Mark Allen Davids, Cfp®
Quick answers generated from the profile data available on this page.
What company does Mark Allen Davids, Cfp® work for?
Mark Allen Davids, Cfp® works for LPL Financial.
What is Mark Allen Davids, Cfp®'s role at LPL Financial?
Mark Allen Davids, Cfp® is listed as Registered Principal and Investment Executive at LPL Financial.
What is Mark Allen Davids, Cfp®'s email address?
AeroLeads has found 1 work email signal at @lpl.com for Mark Allen Davids, Cfp® at LPL Financial.
What is Mark Allen Davids, Cfp®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 847, 815 for Mark Allen Davids, Cfp® at LPL Financial.
Where is Mark Allen Davids, Cfp® based?
Mark Allen Davids, Cfp® is based in Greater Chicago Area, United States, United States while working with LPL Financial.
What companies has Mark Allen Davids, Cfp® worked for?
Mark Allen Davids, Cfp® has worked for Lpl Financial, Dorion Gray Retirement Planning, and Securities America, Inc..
Who are Mark Allen Davids, Cfp®'s colleagues at LPL Financial?
Mark Allen Davids, Cfp®'s colleagues at LPL Financial include James Veneziano, Crpc®, Jamal Magness, Patrick Murphy, Daisy Martinez, and Karla Castro.
How can I contact Mark Allen Davids, Cfp®?
You can use AeroLeads to view verified contact signals for Mark Allen Davids, Cfp® at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Mark Allen Davids, Cfp® attend?
Mark Allen Davids, Cfp® holds Bachelor Of Arts, Speech Communications from University Of Illinois Urbana-Champaign.
What skills is Mark Allen Davids, Cfp® known for?
Mark Allen Davids, Cfp® is listed with skills including Retirement Planning, Strategic Financial Planning, Wealth Management, Estate Planning, Investments, Leadership, Retirement, and Portfolio Management.
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