Mark FrigaCRD Number: 1217721
Current Firm: Invest Financial Corporation
Mark Friga (CRD# 1217721) is an Investment Advisor Representative working at Invest Financial Corporation in Rochester, NY and has over 33 years of experience in the finance industry. Mark Friga 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.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Invest Financial Corp||Rochester, NY||Jun 2011 - Current||6|
|Friga Financial Services||Rochester, NY||Jan 1971 - Current||46|
|Am&m Investment Brokers, Inc.||Rochester, NY||Sep 1986 - Jun 2011||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV