Christopher Marks (CRD# 2875428) is an Investment Advisor Representative working at Sterling Investment Counsel, LLC in Buffalo, NY and has over 27 years of experience in the finance industry.
CRD# 1096254
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3037891
Lpl Financial LLC
CRD# 2437133
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Buffalo, NY | Feb 2018 - Current | 6 |
| Sterling Investment Counsel, LLC | Buffalo, NY | Mar 2016 - Current | 8 |
| Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC | Buffalo, NY | Nov 2007 - Current | 16 |
| Sii Investments, Inc. | Buffalo, NY | Nov 2007 - Feb 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- NY
- TX
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Total Assets Under Management657MILLIONS
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Total Number of Accounts1,939ACCOUNTS
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Average Account Value$338,747
- 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
AZ, CA, FL, MA, MD, NC, NH, NY, OH, PA, TN, TX, VA
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