Mark BeaverCRD Number: 4509070
Current Firm: Benedict Financial Advisors, Inc.
Mark Beaver (CRD# 4509070) is an Investment Advisor Representative working at Benedict Financial Advisors, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry. Mark Beaver 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.
Npv Advisory Services, LLC
Terra Firma Financial LLC
Independent Financial Partners
|Lpl Financial, Llc (formerly: Linsco Private Ledger)||Atlanta, GA||May 2003 - Current||15|
|Benedict Financial Advisors, Inc.||Atlanta, GA||Jun 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S65||NASAA Investment Advisors Law Examination||Dec 2004|
Total Assets Under Management211MILLIONS
Total Number of Accounts544ACCOUNTS
Average Account Value$388,726
- 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
- Publication of periodicals or newsletters
FL, GA, MI, NC, SC, TX
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