Mark McCarron (CRD# 5402240) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Charlottesville, VA and has over 16 years of experience in the finance industry. Mark McCarron 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# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arrowroot Family Office, LLC | Marina Del Rey, CA | Dec 2020 - Current | 3 |
| Bond Wealth Management, LLC | Charlottesville, VA | Aug 2017 - Jan 2021 | 3 |
| University Of Richmond, Certificate In Financial Planning | Richmond, VA | Jun 2016 - Aug 2017 | 1 |
| Unemployed | Charlottesville, VA | Jan 2015 - Jun 2016 | 1 |
| Wunderlich Securities, Inc. | Memphis, TN | Sep 2014 - Jan 2015 | < 1 |
| Creditex Group Inc. | New York, NY | Jan 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
- CA
- TX
- VA
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Total Assets Under Management309MILLIONS
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Total Number of Accounts1,347ACCOUNTS
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Average Account Value$229,232
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, HI, MI, NY, TX, VA, WA
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