Mark MacinnisCRD Number: 4488512
Current Firm: Msi Financial Services, Inc.
Mark Macinnis (CRD# 4488512) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Richmond, VA and has over 15 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Metlife Securities Inc.||Richmond, VA||Jan 2015 - Current||3|
|New England Financial||Philadelphia, PA||Jan 2002 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV