Mark BrinserCRD Number: 5452201
Current Firm: Cambridge Investment Research Advisors, Inc.
Mark Brinser (CRD# 5452201) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Joy, PA and has over 9 years of experience in the finance industry. Mark Brinser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Stewardship Advisors, LLC||Mount Joy, PA||Nov 2011 - Current||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2011 - Current||5|
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2011 - Current||5|
|Everence Financial Advisors||Mount Joy, PA||Jan 2009 - Oct 2011||2|
|Proequities, Inc.||Mount Joy, PA||Nov 2007 - Oct 2011||3|
|Norlanco Financial||Mount Joy, PA||Nov 2007 - Dec 2008||1|
|National Academy Of Science||Washington, DC||Sep 2006 - Nov 2007||1|
|Unemployed||Grantham, PA||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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