S Markham Iii, financial advisor Alpharetta GA

S Markham Iii

CRD Number: 5064180
Current Firm: Commonwealth Financial Network

S Markham Iii (CRD# 5064180) is an Investment Advisor Representative working at Commonwealth Financial Network in Alpharetta, GA and has over 15 years of experience in the finance industry. S Markham Iii 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.

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Professional Designations
Company Name Location Dates Years
Mh Wealth Management, LLC Alpharetta, GA Apr 2016 - Current 5
Commonwealth Financial Network Waltham, MA Apr 2016 - Current 5
Metropolitan Life Insurance Company Norcross, GA Nov 2005 - Apr 2016 10
Metlife Securities, Inc. Norcross, GA Nov 2005 - Apr 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S66 NASAA Uniform Combined State Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for S R. Markham Iii
Phone Number: 781-736-0700
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    133,519
    MILLIONS
  • Total Number of Accounts
    480,086
    ACCOUNTS
  • Average Account Value
    $278,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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