Mark Karnes, financial advisor Warwick RI
90 score

Mark Karnes

CRD Number: 6107315
Current Firm: Integrated Wealth Concepts LLC

Mark Karnes (CRD# 6107315) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Warwick, RI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Concepts LLC Warwick, RI Nov 2016 - Current 1
Lpl Financial LLC Cranston, RI Nov 2016 - Current 1
Mark Karnes, Cpa Warwick, RI Jun 1984 - Current 33
Lincoln Financial Advisors Cranston, RI Nov 2012 - Oct 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Mark I. Karnes
Phone Number: (781) 890-3045
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    550
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $157,143
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, NH, NJ, PA, RI, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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