Mark Cooke, financial advisor Gainesville VA
93 score

Mark Cooke

CRD Number: 4433874
Current Firm: Acorn Financial Advisory Services, Inc.

Mark Cooke (CRD# 4433874) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Gainesville, VA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Acorn Financial Advisory Services, Inc. Reston, VA Jan 2011 - Current 5
The Strategic Financial Alliance, Inc. Atlanta, GA Jan 2011 - Current 5
Heritage Financial, LLC Gainesville, VA Jul 2007 - Current 9
Mass Mutual Gainsville, VA Jun 2001 - Current 15
H. Beck, Inc. Rockville, MD Nov 2006 - Jan 2011 4
Mml Investors Services, Inc. Gainsville, VA Jul 2001 - Nov 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Mark G. Cooke
Phone Number: (703) 293-3100
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    407
    MILLIONS
  • Total Number of Accounts
    1,260
    ACCOUNTS
  • Average Account Value
    $323,367
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

CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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