Mark Healy (CRD# 1874344) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 17 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Advisory Services Network, LLC | Atlanta, GA | Mar 2017 - Current | 7 |
Bgby Investments, LLC | Huntington, NY | Jul 2015 - Current | 8 |
Laguadia Community College | Long Island City, NY | Sep 2018 - Aug 2019 | < 1 |
Gordian Compliance Solutions | New York, NY | Aug 2016 - Mar 2017 | < 1 |
Mh Securities LLC | Huntington, NY | Aug 2016 - Sep 2016 | < 1 |
Ast Brokerage Solutions, LLC | Brooklyn, NY | Aug 2010 - Jul 2015 | 4 |
Canadian Stock Transfer Company Inc. | Toronto, | Jul 2010 - Jul 2015 | 5 |
American Stock Transfer & Trust Company, LLC | Brooklyn, NY | Oct 2009 - Jul 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2006 |
S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- GA
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Total Assets Under Management6,819MILLIONS
-
Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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