Mark DorneyCRD Number: 1300696
Current Firm: Northwest Advisors, Inc.
Mark Dorney (CRD# 1300696) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Baltimore, MD and has over 33 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Cetera Investment Services LLC||St.cloud, MN||Dec 2013 - Current||4|
|Northwest Advisors, Inc.||Baltimore, MD||Apr 2012 - Current||5|
|Northwest Savings Bank||Baltimore, MD||Apr 2012 - Current||5|
|Obs Brokerage Services, Inc.||Whitehouse, OH||Apr 2012 - Dec 2013||1|
|Potomac Capital Markets||Frederick, MD||May 2011 - Jan 2012||< 1|
|Td Bank||Vienna, VA||Oct 2010 - Dec 2011||1|
|Kane Cralton LLC||Baltimore, MD||Jun 2009 - Oct 2010||1|
|Uvest Financial Services Group, Inc.||Charlotte, NC||May 2007 - Jun 2009||2|
|Provident Bank||Baltimore, MD||May 2007 - Jun 2009||2|
|Bank Of America||Rockville, MD||Aug 2006 - May 2007||< 1|
|Banc Of America Investment Services Inc.||Rockville, MD||Dec 2002 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
Total Assets Under Management361MILLIONS
Total Number of Accounts2,694ACCOUNTS
Average Account Value$133,853
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MD, ME, NY, OH, PA, SC, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.