Mark Leone (CRD# 2288200) is an Investment Advisor Representative working at Avantax Advisory Services in Milford, MA and has over 31 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, Inc. | Milford, MA | Feb 2016 - Current | 8 |
| Avanatax Insurance Agency, LLC | Milford, MA | May 2006 - Current | 17 |
| Avantax Advisory Services | Milford, MA | Nov 1993 - Current | 30 |
| Avantax Investment Services, Inc. | Milford, MA | Oct 1992 - Current | 31 |
| Mark Leone | Milford, MA | Jan 1989 - Current | 35 |
| Mark Gilpin Cpa | Milford, MA | Jan 2019 - Dec 2021 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
- MA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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