Mark Harrie, financial advisor Muskegon MI

Mark Harrie

CRD Number: 4884488
Current Firm: Cambridge Investment Research Advisors, Inc.

Mark Harrie (CRD# 4884488) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Muskegon, MI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Sep 2020 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2020 - Current 3
West Shore Bank Ludington, MI Jul 2017 - Sep 2020 3
Cetera Investment Servces LLC St. Cloud, MN Jul 2017 - Sep 2020 3
Cetera Investment Advisers LLC Ludington, MI Jul 2017 - Sep 2020 3
Fifth Third Securities Norton Shores, MI Jun 2008 - Jul 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Mark P. Harrie
Phone Number: 641-472-5100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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