Mark Crowe, financial advisor Hillsboro OH

Mark Crowe

CRD Number: 1675944
Current Firm: Crowe Financial Group LLC

Mark Crowe (CRD# 1675944) is an Investment Advisor Representative working at Crowe Financial Group LLC in Hillsboro, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Crowe Financial Group, LLC Hillsboro, OH Jul 2013 - Current 10
Crowe Financial Group, LLC Hillsboro, OH Mar 2004 - Current 20
Gradient Securities, LLC Arden Hills, MN Jul 2013 - Dec 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S66 NASAA Uniform Combined State Law Examination Nov 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark S. Crowe
Phone Number: 937-393-8788
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $54,134
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

OH, TX

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