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Mark Alexander Reffett

EPG Wealth Management LLC

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About Mark Alexander Reffett

Mark Alexander Reffett is a financial advisor with EPG Wealth Management LLC, a firm that has been registered with the SEC since 2019. Mark has been in the industry since 2012 and has experience providing financial planning and portfolio management services. Mark is licensed to provide investment advice in Alabama, Georgia, Louisiana, South Carolina, and Texas. Mark has previously worked at Triad Advisors, Inc., and Investcorp, Inc.. Mark has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Mark Reffett is currently registered with EPG Wealth Management LLC. EPG Wealth Management LLC is an investment advisor registered with the SEC and located in Atlanta, GA. They manage over $642 million in assets for a range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. They offer financial planning, portfolio management for individuals, and pension consulting services.
EPG Wealth Management LLC

309 EAST PACES FERRY RD NE

ATLANTA, GA 30305

$642.64M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Reffett’s Registration & Firm History

GA

06/07/2019 - Present

EPG Wealth Management LLC (ATLANTA GA)

GA

06/06/2013 - 03/07/2017

TRIAD ADVISORS, INC. (ATLANTA GA)

GA

07/06/2012 - 03/11/2013

INVESTACORP, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 10/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mark Alexander Reffett. Review regulatory record here.
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