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Mark Benjamin Zinman

Integrity Investment Advisors, LLC

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About Mark Benjamin Zinman

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC. Mark has been in the financial services industry since 1986. Mark holds a Series 7 and Series 66 license and is registered with the states of New Jersey and Pennsylvania. Mark has also worked for National Planning Corporation, 1717 Capital Management Company, and Hochman & Baker Securities, Inc. Mark has a strong background in tax and accounting, working as a partner in a rental partnership, and as the president of a cellular telephone company. Mark also works for Schweons Men & Boys Clothing, Zipar Lease Financing, Integrity Partners Inc., and Integrity Tax of New Jersey Inc. Mark provides financial planning, pension consulting, and selection of other advisors. Integrity Investment Advisors, LLC focuses on providing financial advice to high-net-worth individuals, corporations, and individuals. Mark is also registered to provide investment advisory services for businesses and individuals.

Firm Information

Mark Zinman is currently registered with Integrity Investment Advisors, LLC. Integrity Investment Advisors, LLC is an investment advisor based in [Main Office Location]. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses. They manage approximately $55.83 million in assets for 289 clients, including 12 high-net-worth individuals. The firm has 2 licensed agents, 5 investment advisor representatives, and 3 investment advisory functions.

$55.83M

Assets Under Management

10

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Zinman’s Registration & Firm History

PA

07/17/2006 - Present

Integrity Investment Advisors, LLC (LANSDALE PA)

PA

09/21/2001 - 12/31/2006

NATIONAL PLANNING CORPORATION (LANSDALE PA)

DE

01/11/2001 - 09/28/2001

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

CT

06/28/2000 - 01/19/2001

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

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Licenses & Designations

BOTH

Issued 08/21/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Benjamin Zinman.
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