Mark Orlinsky, financial advisor Fort Lauderdale FL
88 score

Mark Orlinsky

CRD Number: 3142314
Current Firm: Investors Capital Advisory
Compensation Model: Both

Mark Orlinsky (CRD# 3142314) is an Investment Advisor Representative working at Investors Capital Advisory in Fort Lauderdale, FL and has over 18 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Fort Lauderdale FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Fort Lauderdale FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Ranga Chary, financial advisor Fort Lauderdale FL
Ranga K. Chary
CRD# 1280216
Fin-est Investment Advisors, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Investors Capital Corp Lynnfield, MA Dec 2006 - Current 10
Nfp Securities, Inc. Austin, TX May 2005 - Dec 2006 1
Famlee Financial Services Lc Plantation, FL Jul 1995 - Dec 2006 11
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Oct 1998
S63 Uniform Securities State Law Examination Dec 1998
S7 General Securities Representative Examination (GS) Jul 1999
S65 NASAA Investment Advisors Law Examination Jun 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Orlinsky
By the Numbers
  • Total Assets Under Management
    1,571
    MILLIONS
  • Total Number of Accounts
    7,960
    ACCOUNTS
  • Average Account Value
    $197,401
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV

Firm Disclaimer:

Securities offer through Investor Capital Corp.  Member FINRA/SIPC. 6 Kimball Lane, Lynnfield, MA 01940. 800-949-1422.  Advisory services offered through Investors Capital Advisory.

Ready to hire a financial advisor? Get competitive proposals from Mark Orlinsky and other advisors.
BADGES
88
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.