Mark Ferrer (CRD# 1053006) is an Investment Advisor Representative working at Commonwealth Financial Network in Carolina Beach, NC and has over 36 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Apr 2023 - Current | 1 |
| Ferrer Properties, LLC | Kure Beach, NC | Feb 2018 - Current | 6 |
| Emilie Swearingen Committee | Kure Beach, NC | Feb 2012 - Current | 12 |
| Special Independent Trustee | Carolina Beach, NC | Jul 2008 - Current | 15 |
| Ferrer Advisory Services, Inc. | Carolina Beach, NC | Jun 2008 - Current | 15 |
| Real Estate | Wilmington, NC | Jun 2002 - Current | 21 |
| Raymond James Financial Services Advisors, Inc. | Carolina Beach, NC | Jan 2009 - Apr 2023 | 14 |
| Raymond James Financial Services Inc. | Carolina Beach, NC | Sep 2005 - Apr 2023 | 17 |
| Bonview 160 Limited Partnership | Kure Beach, NC | May 2017 - Dec 2018 | 1 |
| East Carolina Blues Society | Kure Beach, NC | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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