Mark FlahertyCRD Number: 4524348
Current Firm: Securian Financial Services, Inc.
Mark Flaherty (CRD# 4524348) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Norfolk, VA and has over 16 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Select Brokers, LLC||Midlothian, VA||Aug 2006 - Current||11|
|Securian Financial Services Inc.||St. Paul, MN||Apr 2006 - Current||12|
|Minnesota Life||St. Paul, MN||Apr 2006 - Current||12|
|Virginia Asset Management||Norfolk, VA||Apr 2006 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2004|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV