Tab Mak
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Tab Mak Email & Phone Number

Financial Advisor at LPL Financial LLC
Location: New York City Metropolitan Area, United States 6 work roles 2 schools
1 work email found @lpl.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@lpl.com
LinkedIn Profile matched
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Current company
LPL Financial LLC
Role
Financial Advisor
Location
New York City Metropolitan Area, United States
Company size
7900 employees

Who is Tab Mak? Overview

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Quick answer

Tab Mak is listed as Financial Advisor at LPL Financial LLC, a with 7900 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Tab Mak.

Tab Mak previously worked as Financial Advisor, Financial Services Representative at Barnum Financial Group and Financial Advisor at Axa Advisors. Tab Mak holds B.A., School Of Management from University At Buffalo.

Company email context

Email format at LPL Financial LLC

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{first}.{last}@lpl.com
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AeroLeads found 1 current-domain work email signal for Tab Mak. Compare company email patterns before reaching out.

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Profile bio

About Tab Mak

Tab Mak is a Financial Advisor at LPL Financial LLC. He possess expertise in investments, insurance, financial strategies, estate conservation strategies, retirement funding strategies.

Listed skills include Investments, Insurance, Financial Strategies, Estate Conservation Strategies, and 1 others.

Current workplace

Tab Mak's current company

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

LPL Financial LLC
Lpl Financial Llc
Financial Advisor
san diego, california, united states
Website
lpl.com
Employees
7900
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Company profile
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6 roles · 31 years

Tab Mak work experience

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

Financial Advisor

Current
Lpl Financial Llc

Croton Falls, Ny

Financial Planning, Wealth Management and Insurance Protection. I assist my clients in developing, advising and implementing Financial Strategies, Investment Advice, Retirement Funding Strategies, Education Funding, Estate Conservation Strategies, and Business Succession Strategies. The recommended strategies are implemented through numerous investment platforms, tax-deferred annuities, and insurance/risk-management products; ie: life insurance, disability-income insurance & long-term care insurance. As an independent Financial Advisor, I am objective in my recommendations and always act in the best interest of my clients.* Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, refer to 'Contact Info' section above.* Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL financial as to accuracy or completeness.* For a list of states which I am registered to do business, please visit www.TabMak.com.* Security registrations held through LPL Financial. CRC conferred by InFRE®

Aug 2015 - Present

Financial Advisor, Financial Services Representative

Barnum Financial Group

Elmsford, Ny

Provide Financial Planning advice and strategies via the recommendation of investment platforms, retirement plan options, College Savings options, and Insurance for Life/Disability and Long-term Care.

Feb 2012 - Jul 2015

Financial Advisor

Axa Advisors

Greater New York City Area

Financial Planning, Investment Advisor, Retirement Planning, Estate Planning, Business Succession Planning, Insurance: Life, Disability and Long-term Care; and College Tuition Planning.

Jun 2004 - Feb 2012

Sales Manager

Thompson Financial (Formerly Primark Co.)

New York, Ny

Led a sales team that provided investment research/ market data services, software and web services to the investment/ Wall St. industry. Primary clients included Portfolio Managers, Hedge funds, Investment Bankers, Research Depts and Private Client Groups.

Jan 1997 - Mar 2003

Sales

Thomson Financial
1996 - 2001 ~5 yrs

Sales Manager

Disclosure Inc.
1996 - 1999 ~3 yrs
Team & coworkers

Colleagues at LPL Financial LLC

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

MC M. Campbell Cawood, Cfa M. Campbell Cawood, Cfa Colleague at Lpl Financial LlcKey West, Florida, United States View → CC Chris Cirino Chris Cirino Colleague at Lpl Financial LlcHarrisburg, North Carolina, United States View → DO Dawn O'Connor Dawn O'Connor Colleague at Lpl Financial LlcGreenwood Lake, New York, United States View → TJ Thomas Jolly Thomas Jolly Colleague at Lpl Financial LlcDenver, North Carolina, United States View → MA Marc Arnett Marc Arnett Colleague at Lpl Financial LlcRedondo Beach, California, United States View → SP Shannon Paulsen Shannon Paulsen Colleague at Lpl Financial LlcClackamas, Oregon, United States View → TG Tom Grogan Tom Grogan Colleague at Lpl Financial LlcWoburn, Massachusetts, United States View → SH Scottie Harris Scottie Harris Colleague at Lpl Financial LlcCharlotte, North Carolina, United States View → RE Raymond Evon Raymond Evon Colleague at Lpl Financial LlcLa Mesa, California, United States View → LB Liliane Barker Liliane Barker Colleague at Lpl Financial LlcSalt Lake City, Utah, United States View →
2 education records

Tab Mak education

B.A., School Of Management

University At Buffalo

Activities and Societies: Varsity member of the Division III National Championship Wrestlng Team.

FAQ

Frequently asked questions about Tab Mak

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

What company does Tab Mak work for?

Tab Mak works for LPL Financial LLC.

What is Tab Mak's role at LPL Financial LLC?

Tab Mak is listed as Financial Advisor at LPL Financial LLC.

What is Tab Mak's email address?

AeroLeads has found 1 work email signal at @lpl.com for Tab Mak at LPL Financial LLC.

Where is Tab Mak based?

Tab Mak is based in New York City Metropolitan Area, United States while working with LPL Financial LLC.

What companies has Tab Mak worked for?

Tab Mak has worked for Lpl Financial Llc, Barnum Financial Group, Axa Advisors, Thompson Financial (Formerly Primark Co.), and Thomson Financial.

Who are Tab Mak's colleagues at LPL Financial LLC?

Tab Mak's colleagues at LPL Financial LLC include M. Campbell Cawood, Cfa, Chris Cirino, Dawn O'Connor, Thomas Jolly, and Marc Arnett.

How can I contact Tab Mak?

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

What schools did Tab Mak attend?

Tab Mak holds B.A., School Of Management from University At Buffalo.

What skills is Tab Mak known for?

Tab Mak is listed with skills including Investments, Insurance, Financial Strategies, Estate Conservation Strategies, and Retirement Funding Strategies.

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