Mark Humphries, financial advisor Edgewater MD

Mark Humphries

CRD Number: 5955812
Current Firm: Sentinel Financial Planning, LLC

Mark Humphries (CRD# 5955812) is an Investment Advisor Representative working at Sentinel Financial Planning, LLC in Edgewater, MD and has over 11 years of experience in the finance industry. Mark Humphries 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sentinel Financial Planning, LLC Edgewater, MD Aug 2018 - Current 5
Us Government Washington, DC May 2012 - Current 11
International Money Management Group, Inc. Grasonville, MD Jul 2011 - Nov 2018 7
Bayview Investment Counsel, Inc. Grasonville, MD Feb 2013 - Sep 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Mark T. Humphries
Phone Number: (443) 906-1565
Registered State(s):
  • MD
Current Firm Details
Sentinel Financial Planning, LLC
Firm's CRD Number: 298782
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $54,903
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
Types of Clients
Registered States

MD

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