Mark BaranCRD Number: 870541
Current Firm: Mcdermott Investment Advisors, LLC
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.
Advanced Investment Management LLC
Truist Advisory Services, Inc.
Charles Schwab & Company, Inc.
|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|
Total Assets Under Management230MILLIONS
Total Number of Accounts645ACCOUNTS
Average Account Value$356,881
- A percentage of assets under your management
- Hourly charges
- 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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