Mark Rossbach, financial advisor Perry Hall MD

Mark Rossbach

CRD Number: 2027262
Current Firm: Maryland Financial Group, Inc.

Mark Rossbach (CRD# 2027262) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Perry Hall, MD and has over 13 years of experience in the finance industry.

Similar Advisors
Arnold Abel, financial advisor Perry Hall MD
Arnold T. Abel
CRD# 1582180
Thrivent Investment Management Inc.
Similar Advisors
Edwin Abrams, financial advisor Perry Hall MD
Edwin A. Abrams
CRD# 2763082
Mml Investors Services, LLC
Similar Advisors
Christopher Aceto, financial advisor Perry Hall MD
Christopher R. Aceto
CRD# 5690805
T. Rowe Price Associates, Inc.
Company Name Location Dates Years
Maryland Financial Group, Inc.dbachesapeake Financial Planners Perry Hall, MD Nov 2021 - Current 2
Lpl Financial LLC Perry Hall, MD Nov 2021 - Current 2
Mml Investors Services, LLC Hunt Valley, MD Mar 2017 - Nov 2021 4
Massmutual Life Insurance Company Hunt Valley, MD Jul 2016 - Nov 2021 5
Metlife Securities, Inc. Baltimore, MD Feb 2012 - Mar 2017 5
Msi Financial Services, Inc. Baltimore, MD Feb 2012 - Mar 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Mark A. Rossbach
Phone Number: 301-251-8550
Firm Website: http://www.legacywm.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,112
    MILLIONS
  • Total Number of Accounts
    3,859
    ACCOUNTS
  • Average Account Value
    $288,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, DC, DE, FL, GA, KY, LA, MA, MD, NC, NH, NY, PA, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Mark Rossbach and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.