Mark Boccarossa (CRD# 7557936) is an Investment Advisor Representative working at Legacy Wealth Management Group, Inc. in Lynchburg, VA and has over 2 years of experience in the finance industry.
CRD# 6713984
Edward Jones
CRD# 6165625
Hsc Wealth Advisors
CRD# 5724133
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Old Dominion Insurance Partners | Lynchburg, VA | May 2023 - Current | 1 |
| Legacy Wealth Management Group, Inc. | Lynchburg, VA | Aug 2022 - Current | 1 |
| Caitlin John, LLC | Lynchburg, VA | May 2022 - Aug 2022 | < 1 |
| Liberty University | Lynchburg, VA | Aug 2021 - May 2022 | < 1 |
| Selective Wealth Management | Lynchburg, VA | May 2021 - Aug 2021 | < 1 |
| Liberty University | Lynchburg, VA | Aug 2019 - May 2021 | 1 |
| Christian Heritage School | Trumbull, CT | Jan 2012 - Jun 2019 | 7 |
| Christian Heritage School | Trumbull, CT | Jun 2017 - Aug 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- VA
-
Total Assets Under Management208MILLIONS
-
Total Number of Accounts1,338ACCOUNTS
-
Average Account Value$155,209
- 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
FL, MI, NC, NH, PA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.