Mark HorlickCRD Number: 3187956
Current Firm: Pnc Investments
Mark Horlick (CRD# 3187956) is an Investment Advisor Representative working at Pnc Investments in Wauseon, OH and has over 17 years of experience in the finance industry.
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Raymond James Financial Services Advisors Inc.||Wauseon, OH||Jul 2015 - Current||1|
|Raymond James Financial Services, Inc.||Wauseon, OH||Jul 2015 - Current||1|
|Farmers & Merchants State Bank||Wauseon, OH||Jun 2015 - Current||1|
|Pnc Investments||Swanton, OH||Jun 2012 - Jun 2015||3|
|Thrivent Investment Management Inc.||Toledo, OH||May 2007 - Jun 2012||5|
|Thrivent Financial For Lutherans||Appleton, WI||May 2007 - Jun 2012||5|
|Valic Financial Advisors||Detroit, MI||Jun 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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