Mark Wilson (CRD# 1836049) is an Investment Advisor Representative working at Arkadios Wealth Advisors in East Rochester, NY and has over 35 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Apr 2022 - Current | 2 |
| Arkadios Wealth Advisors | Atlanta, GA | Apr 2022 - Current | 2 |
| Mass Mutual | Rochester, NY | Apr 2007 - Apr 2022 | 15 |
| Mml Investors Services Inc. | Rochester, NY | Apr 2007 - Apr 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1988 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- NY
- TX
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Total Assets Under Management2,681MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,681,123,534
- 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
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY
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