Mark Baran (CRD# 870541) is an Investment Advisor Representative working at Mcdermott Investment Advisors, LLC in Naples, FL and has over 44 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Mcdermott Investment Advisors, LLC | Erwinna, PA | Jan 2020 - Current | 4 |
Mcdermott Investment Services, LLC | Erwinna, PA | Jun 2019 - Current | 5 |
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 |
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 Management228MILLIONS
-
Total Number of Accounts701ACCOUNTS
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Average Account Value$324,711
- 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, FL, MD, ME, NH, NJ, NY, PA, SC, TX, UT, VA
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