Mark Herhold (CRD# 4577415) is an Investment Advisor Representative working at Security First Financial in Swartz Creek, MI and has over 13 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 5616108
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Security First Financial | Swartz Creek, MI | Mar 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- MI
- TX
-
Total Assets Under Management238MILLIONS
-
Total Number of Accounts1,394ACCOUNTS
-
Average Account Value$171,048
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, IN, MI, OH, TN, TX
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