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Mark David Hullinger

Northeast Financial Group, Inc.

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About Mark David Hullinger

Mark Hullinger is an investment advisor representative associated with Northeast Financial Group, Inc.. Mark has been in the industry since 1996 and has worked for AXA Advisors, LLC, First Union Securities, Inc., First Union Capital Markets Corp. and First Clearing Corporation before joining Northeast Financial Group, Inc. in 2014. Mark has Series 7, 63, 65, and 66 licenses. Mark specializes in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Northeast Financial Group, Inc. manages assets for high net worth individuals, individuals other than high net worth, pension and profit-sharing plans, corporations, charitable organizations, and pooled investment vehicles. The firm's approximate assets under management are between $1 billion and $10 billion.

Firm Information

Mark Hullinger is currently registered with Northeast Financial Group, Inc.. Northeast Financial Group, Inc. is an investment advisor based in Allentown, Pennsylvania, with approximately $1 billion - $10 billion in assets under management. They provide a range of advisory services including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. They serve a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors.
Northeast Financial Group, Inc.

3435 WINCHESTER ROAD

ALLENTOWN, PA 18104

$1.00B

Assets Under Management

Not reported

Total Clients

10

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mark Hullinger’s Registration & Firm History

PA

02/26/2014 - Present

Northeast Financial Group, Inc. (ALLENTOWN PA)

NY

06/18/2001 - 06/18/2003

AXA ADVISORS, LLC (NEW YORK NY)

MO

10/01/1999 - 01/25/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

05/18/1998 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

MO

12/24/1996 - 06/02/1998

FIRST CLEARING CORPORATION (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 02/26/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/05/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark David Hullinger.
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