Mark Baran (CRD# 870541) is an Investment Advisor Representative working at Mcdermott Investment Advisors, LLC in Naples, FL and has over 43 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6796698
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcdermott Investment Advisors, LLC | Erwinna, PA | Jan 2020 - Current | 3 |
| Mcdermott Investment Services, LLC | Erwinna, PA | Jun 2019 - Current | 3 |
| Woodbury Financial Services Inc. | Greenwich, CT | Dec 2018 - Jun 2019 | < 1 |
| Silber Bennett Financial, Inc. | Encino, CA | Mar 2018 - Dec 2018 | < 1 |
| Third Seven Capital, Llc (dba Four Springs Capital) | Lake Como, NJ | Jan 2017 - Mar 2018 | 1 |
| Edi Financial, Inc. | Lake Como, NJ | Jun 2013 - Dec 2016 | 3 |
| Four Srings Capital | Avon By The Sea, NJ | Nov 2009 - Dec 2016 | 7 |
| Allied Beacon Partners, Inc. | Avon By The Sea, NJ | Feb 2011 - May 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1979 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- PA
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Total Assets Under Management230MILLIONS
-
Total Number of Accounts645ACCOUNTS
-
Average Account Value$356,881
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, MD, ME, NH, NJ, NY, PA, SC, TX, UT, VA
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