Mark Dorney, financial advisor Baltimore MD
93 score

Mark Dorney

CRD 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.

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Company Name Location Dates Years
Cetera Investment Services LLC, 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
Contact Info for Mark G. Dorney
Phone Number: (877) 300-3454
Registered State(s):
  • MD
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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