Unclaimed
Mark Compton is an investment advisor representative with Compton Wealth Advisory Group, LLC. Mark has been in the industry since 2000 and has experience at LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark is registered in Texas and Virginia and holds the Series 7, Series 31, and Series 66 licenses. Mark specializes in working with high-net-worth individuals, charitable organizations, and corporations. The firm provides financial planning, pension consulting, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
04/29/2016 - Present
Compton Wealth Advisory Group, LLC (Virginia Beach VA)
VA
01/02/2009 - 03/28/2018
LPL FINANCIAL LLC (VIRGINIA BEACH VA)
VA
05/12/2000 - 01/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
BOTH
Issued 07/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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