Mark Drewry, financial advisor Yorktown VA

Mark Drewry

CRD Number: 6430114
Current Firm: Lpl Financial LLC

Mark Drewry (CRD# 6430114) is an Investment Advisor Representative working at Lpl Financial LLC in Yorktown, VA and has over 5 years of experience in the finance industry.

Similar Advisors
David Abbott, financial advisor Yorktown VA
David W. Abbott
CRD# 6445258
Fidelity Personal And Workplace Advisors
Similar Advisors
Theresa Adams, financial advisor Yorktown VA
Theresa Adams
CRD# 6328702
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Gregory Addison, financial advisor Yorktown VA
Gregory L. Addison
CRD# 1962997
Suntrust Advisory Services, Inc.
Company Name Location Dates Years
Lpl Financial, LLC Yorktown, VA Dec 2017 - Current 2
Laufer Insurance And Financial Yorktown, VA Oct 2014 - Current 6
Nationwide Securities, LLC Columbus, OH Dec 2014 - Dec 2017 3
Nationwide Yorktown, VA Oct 2014 - Dec 2017 3
Wayne Drewry Custome Homes & Remodeling Inc. Seaford, VA Jan 2000 - Oct 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2015
S65 NASAA Investment Advisors Law Examination May 2020
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.

Get Details on the FINRA Advisor Check site
Contact Info for Mark W. Drewry
Phone Number: 704-733-3300
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

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.