Mark BiegelCRD Number: 3070942
Current Firm: Bdo Wealth Advisors, LLC
Mark Biegel (CRD# 3070942) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Columbia, MD and has over 24 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Bdo Usa, LLP||Columbia, MD||Jan 2020 - Current||2|
|Bdo Wealth Advisors, LLC||Columbia, MD||Jan 2020 - Current||2|
|Biegel & Waller LLC||Columbia, MD||Sep 2000 - Jan 2020||19|
|Biegel & Waller LLP||Columbia, MD||Feb 1998 - Jan 2020||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
Total Assets Under Management2,134MILLIONS
Total Number of Accounts3,570ACCOUNTS
Average Account Value$597,720
- 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)
CA, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA
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