Mark Fissel, financial advisor Dublin OH

Mark Fissel

CRD Number: 5598397
Current Firm: Beacon Hill Investment Advisory, LLC

Mark Fissel (CRD# 5598397) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Dublin, OH and has over 15 years of experience in the finance industry. Mark Fissel 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
City Of Bellefontaine Bellefontaine, OH Jan 2008 - Current 16
Fissel Floor Covering, Inc. Bellefontaine, OH Aug 2004 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Mark A. Fissel
Phone Number: 614-469-4685
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    74
    MILLIONS
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $249,901
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

OH

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