Mark Anglin (CRD# 7054988) is an Investment Advisor Representative working at Bales Financial Advisors, Inc. in Cumming, GA and has over 5 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bales Financial Advisors, Inc. | Cumming, GA | May 2020 - Current | 3 |
| Retirement Wealth Advisors | Cumming, GA | Apr 2019 - Current | 5 |
| Bales Financial Group, Inc. | Cumming, GA | Aug 2018 - Current | 5 |
| Change Path LLC | Leawood, KS | Dec 2018 - Apr 2019 | < 1 |
| Tengco Inc. | Cumming, GA | Jan 2018 - Jul 2018 | < 1 |
| Professional Stonework | Cumming, GA | Jul 2004 - Dec 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- GA
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts298ACCOUNTS
-
Average Account Value$106,933
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
GA
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