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.
Aegis Wealth Management LLC
Commonwealth Financial Network
Planning Solutions Group, LLC
|Cetera Investment Services LLC||St.cloud, MN||Dec 2013 - Current||3|
|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
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