Mark Kinney (CRD# 2635263) is an Investment Advisor Representative working at Greenberg Financial Group in Tucson, AZ and has over 28 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenberg Financial Goup | Tucson, AZ | Sep 2017 - Current | 6 |
| New Mustard Enterprises, LLC | Tucson, AZ | Sep 2015 - Current | 8 |
| Omg Gourmet Desserts | Tucson, AZ | Jan 2009 - Current | 15 |
| Mark J Kinney, Pllc | Tucson, AZ | Jul 2007 - Current | 16 |
| Strategic Advisors Group, LLC | Tucson, AZ | Jan 2002 - Current | 22 |
| Gradient Securities, LLC | Arden Hills, MN | Apr 2013 - May 2017 | 4 |
| Steel Mirage, LLC | Tucson, AZ | Jun 2000 - Jun 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- AZ
-
Total Assets Under Management258MILLIONS
-
Total Number of Accounts869ACCOUNTS
-
Average Account Value$296,633
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AZ, FL
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