Mark Miner (CRD# 5429059) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lynchburg, VA and has over 9 years of experience in the finance industry.
CRD# 6713984
Edward Jones
CRD# 6165625
Hsc Wealth Advisors
CRD# 5724133
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rw Baird | Lynchburg, VA | Oct 2020 - Current | 3 |
| Mml Investors Services, LLC | Forest, VA | Nov 2017 - Oct 2020 | 2 |
| Financial Designs/massachusetts Mutual Life Insurance Company | Forest, VA | Sep 2017 - Oct 2020 | 3 |
| Davidson & Garrard, Inc. | Lynchburg, VA | Aug 2013 - Jul 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
| S63 | Uniform Securities State Law Examination | Feb 2018 |
- FL
- TX
- VA
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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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