Mark A. Davids CFP | Registered Principal | Investment Executive

Mark A. Davids CFP®

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

Mark has been a Financial Advisor for over 21 years. He loves helping people plan for their retirement while finding purpose in the next chapter of their lives.

Mark has a Bachelor’s degree from the University of Illinois in Champaign-Urbana. He obtained his Certified Financial Planner (CFP®) designation in 2003, holds the federal series 7,63,65 & 24 through LPL Financial and is a licensed insurance agent. Mark worked as an independent Investment Advisor with Dorion-Gray Financial Planning for more than 19 years before becoming a Registered Principal / Investment Executive with LPL Financial.

Mark’s many hobbies include playing hockey, world travel, hiking and mentoring others. He lives in McHenry County with his wife, Wendy.

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 as well as Life, Accident, Health, and Variable Products licenses.

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