Mark Compston (CRD# 2415411) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Ironton, OH and has over 30 years of experience in the finance industry. Mark Compston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4418119
Osaic Wealth, Inc.
CRD# 1335249
Raymond James & Associates, Inc.
CRD# 6111504
Huntington Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities | Ironton, OH | Oct 2020 - Current | 3 |
| Wells Fargo Advisors Financial Network, LLC | Ironton, OH | Oct 2013 - Oct 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1993 |
- OH
- TX
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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