Mark Hand (CRD# 6128780) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Old Saybrook, CT and has over 10 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Wealth Partners, LLC | Old Saybrook, CT | May 2023 - Current | < 1 |
| Lpl Financial LLC | Glastonbury, CT | Nov 2017 - Current | 6 |
| National Planning Corporation | Vernon Rockville, CT | Apr 2013 - Nov 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- CT
-
Total Assets Under Management892MILLIONS
-
Total Number of Accounts3,968ACCOUNTS
-
Average Account Value$224,693
- 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)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NH, NV, NY, OH, SC, TN, TX, WA, WI
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