Mark ArnoldCRD Number: 1322248
Current Firm: Certified Advisory Corp
Mark Arnold (CRD# 1322248) is an Investment Advisor Representative working at Certified Advisory Corp in Orlando, FL and has over 20 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Keller Williams Heritage Realty||Altamonte Springs, FL||Nov 2014 - Current||1|
|Cobalt Capital, Inc.||Orlando, FL||Feb 2014 - Current||2|
|Cobalt Capital, Inc.||Winter Park, FL||Oct 2008 - Current||8|
|Heritage Capital Strategies||Orlando, FL||Mar 2006 - Current||10|
|Transam Securities, Inc.||Altamonte Springs, FL||Jan 2006 - Current||10|
|Certified Advisory Corp||Altamonte Springs, FL||Jan 2006 - Current||10|
|World Wide Auction Realty Services, LLC||Orlando, FL||Aug 2013 - Apr 2014||< 1|
|Maitland Securities, Inc.||Altamonte Springs, FL||Jul 2013 - Sep 2013||< 1|
|Stirling Sotheby's International Realty||Orlando, FL||Apr 2011 - Aug 2013||2|
|Commercial Alliance Group, Inc.||Sanford, FL||Jul 2008 - Dec 2011||3|
|Tequesta Financial Services, Inc.||Tequesta, FL||Jun 2006 - Oct 2007||1|
|Legacy Planning Advisors, LLC||Winter Park, FL||Apr 1999 - Mar 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
|S65||NASAA Investment Advisors Law Examination||Oct 2001|
Total Assets Under Management1,010MILLIONS
Total Number of Accounts3,437ACCOUNTS
Average Account Value$293,741
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, CO, CT, FL, GA, LA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA
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