Mark Burnam, financial advisor Sebring FL

Mark Burnam

CRD Number: 1627308
Current Firm: Second Half Financial Partners, LLC

Mark Burnam (CRD# 1627308) is an Investment Advisor Representative working at Second Half Financial Partners, LLC in Sebring, FL and has over 34 years of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Swaine & Leidel Wealth Services, LLC Sebring, FL Mar 2018 - Current 3
Finra Boca Raton, FL Jan 1996 - Apr 2018 22
Heroes Financial LLC Orlando, FL Aug 2015 - Mar 2018 2
C/f/r Financial LLC Orlando, FL Mar 2013 - Jul 2015 2
Sabbatical Fort Lauderdale, FL Nov 2012 - Feb 2013 < 1
Wells Fargo Advisors LLC Fort Lauderdale, FL Oct 2009 - Nov 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S65 NASAA Investment Advisors Law Examination Mar 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark T. Burnam
Phone Number: 863-385-1101
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $270,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, FL, MI, NH, TX

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