Ronny Mark (CRD# 2519500) is an Investment Advisor Representative working at Chicago Investment Advisory Council, Inc. in Saint Charles, IL and has over 11 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uhlmann Price Securitites | Chicago, IL | Jul 2013 - Current | 10 |
| Perpetual Wealth Capital Management, LLC | Chicago, IL | Oct 2012 - Current | 11 |
| Price Group | Chicago, IL | Jul 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
| S63 | Uniform Securities State Law Examination | Dec 2013 |
- IL
- MI
-
Total Assets Under Management160MILLIONS
-
Total Number of Accounts1,090ACCOUNTS
-
Average Account Value$146,789
- 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
- Educational seminars/workshops
FL, IL, MI, TX
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