Mark Vandygriff (CRD# 5459428) is an Investment Advisor Representative working at Mindset Wealth Management, LLC in Fishers, IN and has over 15 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mindset Wealth Management, LLC | Fishers, IN | Mar 2024 - Current | < 1 |
| Sheaff Brock Investment Advisors, LLC | Indianapolis, IN | Jul 2014 - Mar 2024 | 9 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | Nov 2007 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
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- IN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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