Mark Digiovanni, financial advisor Grayson GA

Mark Digiovanni

CRD Number: 2539862
Current Firm: Marathon Financial Strategies

Mark Digiovanni (CRD# 2539862) is an Investment Advisor Representative working at Marathon Financial Strategies in Grayson, GA and has over 29 years of experience in the finance industry. Mark Digiovanni 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
Marathon Financial Strategies Grayson, GA Jan 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Mark J. Digiovanni
Phone Number: 770-985-0650
Registered State(s):
  • GA
Current Firm Details
Marathon Financial Strategies
Firm's CRD Number: 166289
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $507,246
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

GA

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