Mark Kangas (CRD# 4545075) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has over 21 years of experience in the finance industry. Mark Kangas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Beachwood, OH | Jun 2013 - Current | 10 |
| Raymond James Financial Services, Inc. | Beachwood, OH | May 2013 - Current | 10 |
| North Star Advisory Group, LLC | Beachwood, OH | May 2013 - Apr 2016 | 2 |
| Credit Card Services, LLC | Orange, OH | Apr 2012 - Feb 2016 | 3 |
| North Star Advisory Group, LLC | Beachwood, OH | Jun 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- FL
- IL
- MA
- MI
- NH
- NC
- OH
- TX
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Total Assets Under Management183MILLIONS
-
Total Number of Accounts422ACCOUNTS
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Average Account Value$433,308
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
FL, OH, TX
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