Mark SullivanCRD Number: 1302578
Current Firm: Mount Vernon Associates Inc.
Mark Sullivan (CRD# 1302578) is an Investment Advisor Representative working at Mount Vernon Associates Inc. in Baltimore, MD and has over 33 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|Mount Vernon Associates, Inc.||Baltimore, MD||Feb 1994 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
|S65||NASAA Investment Advisors Law Examination||Apr 1992|
Total Assets Under Management125MILLIONS
Total Number of Accounts95ACCOUNTS
Average Account Value$1,310,673
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients