Mark KrognessCRD Number: 1372084
Current Firm: Cherry Advisors
Mark Krogness (CRD# 1372084) is an Investment Advisor Representative working at Cherry Advisors in Middleburg, VA and has over 32 years of experience in the finance industry.
David Wealth Management, LLC
Palatine Advisors, Inc.
Voya Financial Advisors, Inc.
|Retired||Middleburg, VA||Feb 2011 - Current||6|
|Us Dept Of State||Washington, DC||Jan 1983 - Feb 2011||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management33MILLIONS
Total Number of Accounts788ACCOUNTS
Average Account Value$41,878
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, CA, CT, FL, GA, IL, IN, LA, MD, MI, NC, OK, PA, TN, TX, VA, WI