Mark Burnam (CRD# 1627308) is an Investment Advisor Representative working at Second Half Financial Partners, LLC in Sebring, FL and has over 37 years of experience in the finance industry.
CRD# 5181019
Raymond James Financial Services Advisors, Inc.
CRD# 2980214
Equitable Advisors, LLC
CRD# 4274602
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Swaine & Leidel Wealth Services, LLC | Sebring, FL | Mar 2018 - Current | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
-
Total Assets Under Management284MILLIONS
-
Total Number of Accounts1,492ACCOUNTS
-
Average Account Value$190,333
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, MI, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.