Mark Errion, financial advisor Barnegat NJ
88 score

Mark Errion

CRD Number: 3067024
Current Firm: Cetera Investment Advisers LLC

Mark Errion (CRD# 3067024) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Barnegat, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Financial Specialists LLC Schaumburg, IL Oct 2014 - Current 2
Cetera Investment Advisers LLC Schaumburg, IL Oct 2014 - Current 2
Mark Errion Cpa LLC Barnegat, NJ Oct 2006 - Current 10
Maggio & Company Inc. Eatontown, NJ Jul 2005 - Sep 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Mark J. Errion
Phone Number: 888-528-2987
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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