Mark Congdon (CRD# 1619131) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 37 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | West Henrietta, NY | Jan 2021 - Current | 3 |
| Horizon Advisory Services, Inc. | West Henrietta, NY | Sep 2019 - Current | 4 |
| The Horizon Group (mark Congdon Cfs, Inc.) | West Henrietta, NY | Jun 1993 - Current | 30 |
| Securities America, Inc. | West Henrietta, NY | Sep 2020 - Dec 2020 | < 1 |
| Securities Services Network | Knoxville, TN | Jun 2015 - Sep 2020 | 5 |
| Cadaret, Grant & Company, Inc. | West Henrietta, NY | Jun 1993 - Jun 2015 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- FL
- NY
- NC
- PA
- SC
- TX
-
Total Assets Under Management423MILLIONS
-
Total Number of Accounts1,460ACCOUNTS
-
Average Account Value$289,596
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, NY, PA, SC, TX
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