Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Vinson is a registered investment advisor representative with Money Concepts Capital Corp. Mark has over 20 years of experience in the financial services industry and is licensed to provide investment advice in several states. Mark focuses on providing investment advice and financial planning services for individuals, businesses, and retirement plans. Mark's experience spans across several firms, including BB&T Investment Services, Inc., LM Financial Partners, Inc., Marketing One Securities, Inc., Smith Barney Inc., and Lehman Brothers Inc. Mark holds a Series 7, Series 24, Series 63, and Series 65 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
KY
07/08/2004 - Present
Money Concepts Capital Corp. (MURRAY KY)
NC
07/19/2002 - 09/25/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
LA
07/30/1999 - 07/31/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
OR
07/08/1995 - 07/30/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
07/31/1993 - 06/13/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
01/05/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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