Mark Vroman, financial advisor Deland FL
96 score

Mark Vroman

CRD Number: 4475388
Current Firm: American Portfolios Advisors, Inc.

Mark Vroman (CRD# 4475388) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Deland, FL and has over 14 years of experience in the finance industry. Mark Vroman 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
American Portfolios Advisors, Inc. Holbrook, NY Oct 2015 - Current 1
American Portfolios Financial Services, Inc. Holbrook, NY Oct 2015 - Current 1
Triad Advisors, Inc. Norcross, GA May 2015 - Oct 2015 < 1
Barr Financial Services, LLC Winter Park, FL May 2015 - Oct 2015 < 1
Seacoast National Bank Maitland, FL Aug 2014 - May 2015 < 1
Invest Financial Corp. Maitland, FL Jan 2010 - May 2015 5
Port Orange Fire Rescue Port Orange, FL Nov 2009 - Aug 2014 4
Woodbury Financial Services Woodbury, MN Jun 2008 - Nov 2009 1
The Hartford Woodbury, MN Mar 2008 - Nov 2009 1
Merrill Lynch, Pierce, Fenner & Smith Orlando, FL Nov 2006 - Mar 2008 1
Axa Advisors, LLC Orlando, FL Aug 2002 - Oct 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Mark W. Vroman
Phone Number: 631-439-4600 X127
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,864
    MILLIONS
  • Total Number of Accounts
    14,826
    ACCOUNTS
  • Average Account Value
    $193,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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