Mark Boden, financial advisor South Hamilton MA
83 score

Mark Boden

CRD Number: 1233835
Current Firm: Investors Capital Advisory

Mark Boden (CRD# 1233835) is an Investment Advisor Representative working at Investors Capital Advisory in South Hamilton, MA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Investors Capital Corporation Lynnfield, MA Oct 2015 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Jan 2015 - Oct 2015 < 1
Seacrest Wealth Management Manchester By The Sea, MA Jan 2015 - Oct 2015 < 1
Coburn & Meredith Inc. Simsbury, CT Sep 2011 - Jan 2015 3
Bay Colony Advisors Concord, MA Jun 2011 - Sep 2011 < 1
Mutual Securities Inc. Boston, MA Jan 2011 - Jul 2011 < 1
The Leaders Group Inc. Littleton, CO Nov 2008 - Dec 2010 2
Ic Advisory Services, Inc. Bridgewater, NJ Jun 2006 - Nov 2008 2
The Investment Center Boston, MA Feb 2000 - Nov 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mark E. Boden
Phone Number: 800-949-1422
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,571
    MILLIONS
  • Total Number of Accounts
    7,960
    ACCOUNTS
  • Average Account Value
    $197,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
83

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