Mark Posey (CRD# 4510680) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Westerville, OH and has over 20 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Westerville, OH | Jul 2016 - Current | 7 |
| Infinex Investments, Inc. | Westerville, OH | Aug 2008 - Jul 2016 | 7 |
| Great American Advisors, Inc. | Westerville, OH | Oct 2007 - Jul 2016 | 8 |
| Heartland Bank | Westerville, OH | Oct 2007 - Jul 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- OH
-
Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
-
Average Account Value$198,861
- A percentage of assets under your management
- 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
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, WY
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