Mark Samson (CRD# 1852092) is an Investment Advisor Representative working at Xml Financial Group in Fort Washington, PA and has over 33 years of experience in the finance industry.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xml Financial, LLC | Fort Washington, PA | Jul 2022 - Current | 1 |
| Xml Securities, LLC | Fort Washington, PA | Jul 2022 - Current | 1 |
| Wells Fargo Advisors Financial Network, LLC | Fort Washington, PA | May 2012 - Jul 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- FL
- NJ
- PA
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Total Assets Under Management2,754MILLIONS
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Total Number of Accounts5,960ACCOUNTS
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Average Account Value$461,997
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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