Mark Barron, financial advisor Merrimack NH

Mark Barron

CRD Number: 2335388
Current Firm: Fidelity Personal And Workplace Advisors

Mark Barron (CRD# 2335388) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Mount Holly, NJ Mar 2016 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Holly, NJ Mar 2016 - Current 8
Citizens Securities Inc. Voohees, NJ Feb 2015 - Mar 2016 1
Bjs Wholesale Voorhees, NJ May 2015 - May 2015 < 1
Morgan Stanley Private Bank, National Association New York, NY Mar 2014 - Feb 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1996
S66 NASAA Uniform Combined State Law Examination Oct 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 J. Barron
Phone Number: 617-563-7000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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