Mark A. Davids CFP | Registered Principal | Investment Executive

Mark A. Davids CFP®

Registered Principal / Investment Executive
mark.davids@lpl.com

Mark Davids helps people plan for retirement while exploring purpose in their next chapter. A CFP® professional since 2003, he holds multiple securities licenses through LPL Financial and has over 20 years of experience in financial planning. Mark lives in Illinois with his wife, Wendy, and enjoys hockey, hiking, travel, and mentoring others.

Catherine Allred | Administrative Assistant | Mark A. Davids

Catherine Allred

Administrative Assistant
admin.davids@lpl.com

Catherine Allred is a Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions.

She spent 10 years working in various roles at Lincoln Financial Advisors, from a smaller branch office in the capacity of Office Manager and IT support, to a Regional Finance position, culminating her commitment as BOM in one of the larger branch offices. She started her industry career at a one man Transamerica General Agency office where she was responsible for all the agency operations and administrative tasks.

Catherine holds Series 7, 66, 6, & 63 registrations with LPL Financial.

Catherine enjoys rock carving as well as various other artistic methods of expression and is a huge fan of road-tripping adventures.