Mark Lange, financial advisor Tuxedo Park NY

Mark Lange

CRD Number: 1524813
Current Firm: Wealthcare Advisory Partners LLC

Mark Lange (CRD# 1524813) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Tuxedo Park, NY and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthcare Advisory Partners, LLC Tuxedo Park, NY Apr 2018 - Current 5
Lpl Financial LLC Tuxedo Park, NY May 2000 - Current 23
Private Advisor Group, LLC Tuxedo Park, NY Jul 2011 - Apr 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Mark W. Lange
Phone Number: 804.644.4711
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    3,907
    MILLIONS
  • Total Number of Accounts
    16,562
    ACCOUNTS
  • Average Account Value
    $235,926
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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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