Mark Conomos (CRD# 1229785) is an Investment Advisor Representative working at Lincoln Investment in Amherst, NY and has over 40 years of experience in the finance industry. Mark Conomos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Getzville, NY | Jan 2017 - Current | 7 |
| Legend Advisory Corporation | Palm Beach Gardens, FL | Jan 2011 - Sep 2019 | 8 |
| Legend Equities Corporation | Amherst, NY | Jan 1984 - Jan 2017 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1984 |
- NY
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
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