Mark Smith, financial advisor Glen Allen VA

Mark Smith

CRD Number: 2060446
Current Firm: Vision Wealth Planning, LLC
Compensation Model: Fee Only

Mark Smith (CRD# 2060446) is an Investment Advisor Representative working at Vision Wealth Planning, LLC in Glen Allen, VA and has over 25 years of experience in the finance industry. Mark Smith 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Vision Wealth Planning, LLC Glen Allen, VA Oct 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1995
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Mark G. Smith
By the Numbers
  • Total Assets Under Management
    52
    MILLIONS
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $718,557
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

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