Cardinal Mark LLC
Cardinal Mark LLC (CRD# 143659) is a financial advisory firm headquartered in Chicago, IL. They manage $13,779,497 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$218,722
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lorrie Minor (CRD# 4527836) is an Investment Advisor Representative working at Cardinal Mark LLC in Chicago, IL and has over 16 years of experience in the finance industry. Lorrie Minor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.