Mark Herman, financial advisor Alexandria VA

Mark Herman

CRD Number: 2762128
Current Firm: Acorn Financial Advisory Services, Inc.

Mark Herman (CRD# 2762128) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Alexandria, VA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Acorn Financial Advisory Services, Inc. Alexandria, VA Mar 2019 - Current 5
Mutual Advisors/dch Weath St Petersburg, FL Jan 2018 - Mar 2019 1
Platinum Wealth Partners/dch Wealth St Petersburg, FL Apr 2017 - Dec 2017 < 1
Knight Equity Markets, LP Jersey City, NJ Jul 2006 - May 2017 10
Direct Trading Institutional, LP Irving, TX Jun 2005 - May 2017 11
N/a Lakewood, CO Jan 2016 - Apr 2017 1
Tamro Capital Partners Alexandria, VA Jun 2007 - Jan 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Mark D. Herman
Phone Number: (703) 293-3100
Registered State(s):
  • CO
  • VA
By the Numbers
  • Total Assets Under Management
    1,110
    MILLIONS
  • Total Number of Accounts
    4,268
    ACCOUNTS
  • Average Account Value
    $260,092
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IN, LA, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

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