Mark McKimmins (CRD# 3061004) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Utica, OH and has over 25 years of experience in the finance industry. Mark McKimmins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5323375
Lion Street Advisors, LLC
CRD# 1912843
Wells Fargo Advisors
CRD# 4653636
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Advisors, LLC | Rockville, MD | Apr 2021 - Current | 3 |
| Grove Point Investments, LLC | Rockville, MD | Jan 2010 - Current | 14 |
| Legend Financial Services | Columbus, OH | Sep 2003 - Current | 20 |
| Mckimmins Farms | Utica, OH | Feb 1983 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
- OH
- TX
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Total Assets Under Management2,360MILLIONS
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Total Number of Accounts9,920ACCOUNTS
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Average Account Value$237,890
- A percentage of assets under your management
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