Mark Bonfield (CRD# 4920340) is an Investment Advisor Representative working at Pnc Investments in Cincinnati, OH and has over 18 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Cincinnati, OH | Jul 2021 - Current | 2 |
| Fidelity Investments | Covington, KY | Feb 2021 - Jun 2021 | < 1 |
| Encompass Investments, A Division Of Verity Investments, Inc. | Durham, NC | Apr 2020 - Jan 2021 | < 1 |
| Encompass More, A Division Of Verity Asset Management | Durham, NC | Apr 2020 - Jan 2021 | < 1 |
| Appreciation Financial | Cincinnati, OH | Mar 2020 - Jan 2021 | < 1 |
| Farmers Insurance | Cincinnati, OH | Jun 2018 - Jan 2021 | 2 |
| Bbtis | Covington, KY | Feb 2017 - Jun 2018 | 1 |
| Bb&t Securities, LLC | Newport, KY | Jan 2016 - Jun 2018 | 2 |
| The Prudential Insurance Of America | Cincinnati, OH | Oct 2016 - Feb 2017 | < 1 |
| Pruco Securities LLC | Cincinnati, OH | Oct 2016 - Feb 2017 | < 1 |
| Reiser Inc. | Canton, MA | Sep 2015 - Jul 2016 | < 1 |
| Allstate Insurance Co | Loveland, OH | Jul 2010 - Jan 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
- OH
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Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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