Mark Loomis (CRD# 1493585) is an Investment Advisor Representative working at River Wealth Advisors LLC in Camp Hill, PA and has over 37 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
River Wealth Advisors LLC | Harrisburg, PA | Jun 2016 - Current | 7 |
None - Retired | Harrisburg, PA | Jun 2015 - Jun 2016 | 1 |
Charles Schwab Bank | Harrisburg, PA | Feb 2005 - Jun 2015 | 10 |
Charles Schwab & Company, Inc. | Harrisburg, PA | Oct 1990 - Jun 2015 | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1986 |
S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- PA
-
Total Assets Under Management1,064MILLIONS
-
Total Number of Accounts2,257ACCOUNTS
-
Average Account Value$471,530
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DE, FL, IL, MA, MD, NH, NJ, NY, PA, SD, TX, VA, VT, WY
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