Unclaimed
Mark Franklin Graber is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Grove Point Advisors, LLC and Grove Point Investments, LLC. Mark's previous experience includes LandOak Securities, LLC, ProEquities, Inc., Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. Mark is registered in Tennessee and holds Series 6, Series 63 and SIE licenses. Mark specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Mark's firm, Grove Point Advisors, LLC, has a long history of providing investment advice to individuals, businesses and institutions. The firm offers a variety of services including financial planning, investment management, retirement planning and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
TN
04/01/2021 - Present
Grove Point Advisors, LLC (Knoxville TN)
TN
02/25/1998 - 11/12/2009
LANDOAK SECURITIES, LLC (KNOXVILLE TN)
AL
02/12/1990 - 12/31/1997
PROEQUITIES, INC. (BIRMINGHAM AL)
AZ
11/19/1989 - 01/01/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/24/1989 - 12/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/20/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 10/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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