Mark SumnerCRD Number: 5563534
Current Firm: Ssn Advisory, Inc.
Mark Sumner (CRD# 5563534) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Mooresville, NC and has over 9 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Securities Service Network, Inc.||Mooresville, NC||Feb 2013 - Current||5|
|Securities America, Inc.||Mooresville, NC||Sep 2011 - Feb 2013||1|
|Securities America Advisors||Lavista, NE||Sep 2011 - Feb 2013||1|
|Park South Group Dba Mtm Financial Group||Charlotte, NC||Sep 2010 - Aug 2011||< 1|
|Mtm Financial Group||Mooresville, NC||Jun 2008 - Sep 2010||2|
|Glaxosmithkline Pharmaceuticals||Research Triangle Park, NC||Sep 2003 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management1,482MILLIONS
Total Number of Accounts8,662ACCOUNTS
Average Account Value$171,117
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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