Mark Axmacher, financial advisor Washington DC
83 score

Mark Axmacher

CRD Number: 5534770
Current Firm: Great Valley Advisor Group, Inc.

Mark Axmacher (CRD# 5534770) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Washington, DC and has over 7 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Washington DC
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Washington DC
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Washington DC
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Company Name Location Dates Years
Great Valley Advisor Group Wilmington, DE May 2016 - Current < 1
Lpl Financial LLC Washington, DC May 2016 - Current < 1
Hsbc Securities (usa) Inc. Washington, DC Feb 2015 - May 2016 1
Mml Investors Services Vienna, VA Mar 2014 - Jan 2015 < 1
Mass Mutual Vienna, VA Feb 2014 - Jan 2015 < 1
Ceb Arlington, VA Jun 2013 - Feb 2014 < 1
Convergent Wealth Advisors, LLC Potomac, MD May 2012 - May 2013 1
Lpl Financial Davidson, NC Nov 2010 - May 2012 1
Northwestern Mutual Investment Services, LLC Charlotte, NC Apr 2008 - Nov 2010 2
Richard Worrell Charlotte, NC Mar 2010 - Oct 2010 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2008 - Feb 2010 1
National City St Louis, MO Aug 2006 - Mar 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S65 NASAA Investment Advisors Law Examination May 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Axmacher
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.