Mark ToneyCRD Number: 6144972
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation Model: Both
Mark joined Merrill Lynch in 2013 and The Borza Group in 2014. He is focused on aligning systematic goals-based strategies with the risk tolerance, liquidity needs, time horizon, and overall investment goals of each client. After working closely with clients to understand the complexities of their overall financial picture, Mark is proud to create mutually agreeable strategies and help put them into motion. His ultimate objective is to exceed client expectations–not only when measured by the quality of his advice and guidance, but also by the quality of their individual experiences.
Mark is a qualified portfolio advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third-party investment managers’ strategies, funds or portfolios. Mark grew up in Louisiana and has called Virginia his home since 2001. He proudly served his country aboard a U.S. Navy vessel for three years. Later, he was recruited to support Special Operations, as a weapons and tactics specialist. Mark is dedicated to assisting the local community by serving on the Russell House Board of Directors and educating military families on investment practices. He also enjoys swimming, traveling and spending time with his family. He and his wife, Angela, have three young children, Adaline, Gavin, and Garrett.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Bank Of America N.a.||Virginia Beach, VA||Mar 2014 - Current||4|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Virginia Beach, VA||Sep 2013 - Current||4|
|U.s. Navy Reserve||Virginia Beach, VA||Feb 2010 - Current||8|
|Ecpi University||Virginia Beach, VA||Feb 2010 - Oct 2012||2|
|Goel, Dcb||Landover, MD||Aug 2008 - Feb 2009||< 1|
|U.s. Navy||Norfolk, VA||May 2001 - May 2008||7|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Dec 2013|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY