Mark Maund, financial advisor Augusta GA
93 score

Mark Maund

CRD Number: 3012539
Current Firm: Cherry Bekaert Wealth Management LLC

Mark Maund (CRD# 3012539) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Augusta, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Oct 2012 - Current 4
Cherry Bekaert Wealth Management , LLC Augusta, GA Mar 2000 - Current 16
Peachtree Planning Augusta, GA May 1998 - Current 18
Cambridge Investment Research, Inc. Fairfield, IA Mar 2005 - Oct 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Mark T. Maund
Phone Number: 804-673-4224
Registered State(s):
  • FL
  • SC
  • GA
By the Numbers
  • Total Assets Under Management
    308
    MILLIONS
  • Total Number of Accounts
    938
    ACCOUNTS
  • Average Account Value
    $328,265
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

FL, GA, NC, SC, TN, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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