Mark May (CRD# 7785535) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in West Chester, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballast Financial Advisors, LLC | Georgetown, DE | Jul 2023 - Current | < 1 |
| Ballast Financial Advisors, LLC | Georgetown, DE | Aug 2022 - Jul 2023 | < 1 |
| University Of Delaware | Newark, DE | Aug 2019 - May 2023 | 3 |
| Jp Morgan Chase & Company | Newark, DE | Jun 2022 - Aug 2022 | < 1 |
| Ballast Financial Advisors, LLC | Georgetown, DE | Dec 2021 - May 2022 | < 1 |
| Spitzer Lighting | Newark, DE | Jun 2021 - Dec 2021 | < 1 |
| Mathnasium | Middletown, DE | Dec 2019 - Jun 2021 | 1 |
| Kohl's | Middletown, DE | Jun 2019 - Aug 2019 | < 1 |
| Seton Home Study School | Front Royal, VA | Jan 2013 - Jun 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- DE
-
Total Assets Under Management247MILLIONS
-
Total Number of Accounts1,343ACCOUNTS
-
Average Account Value$184,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, GA, LA, MD, NJ, PA, SC, TX, VA
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