Mark Stinson, financial advisor Columbia MD
96 score

Mark Stinson

CRD Number: 4541132
Current Firm: Fai Wealth Management

Mark Stinson (CRD# 4541132) is an Investment Advisor Representative working at Fai Wealth Management in Columbia, MD and has over 14 years of experience in the finance industry. Mark Stinson 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.

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Professional Designations
Company Name Location Dates Years
Fai Wealth Management Columbia, MD Feb 2015 - Current 1
Baltimore-washington Financial Advisors, Inc. Columbia, MD Jun 2012 - Feb 2015 2
Baltimore-washington Financial Advisors, Inc. Columbia, MD Jul 2004 - Jun 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Mark O. Stinson
Phone Number: 410-715-9200
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    298
    MILLIONS
  • Total Number of Accounts
    777
    ACCOUNTS
  • Average Account Value
    $383,790
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
  • Pension consulting services
Types of Clients
Registered States

FL, MD, NJ, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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