Mark Petro (CRD# 4335772) is an Investment Advisor Representative working at Lakeland Investor Services, Inc. in Conneaut Lake, PA and has over 23 years of experience in the finance industry.
CRD# 5188229
Raymond James Financial Services Advisors, Inc.
CRD# 5368106
Raymond James Financial Services Advisors, Inc.
CRD# 5784986
Huntington Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lakeland Insurance Services, LLC | Conneaut Lake, PA | Aug 2018 - Current | 5 |
| Lakeland Investor Services, Inc. | Conneaut Lake, PA | Jun 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- PA
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts132ACCOUNTS
-
Average Account Value$123,486
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
PA
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