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Mark Franklin Graber

Grove Point Advisors, LLC

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About Mark Franklin Graber

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.

Firm Information

Mark Graber is currently registered with Grove Point Advisors, LLC. Grove Point Advisors, LLC is a Rockville, MD-based financial advisor that provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $2.36 billion in client assets.
Grove Point Advisors, LLC

2440 RESEARCH BLVD

ROCKVILLE, MD 20850

$2.36B

Assets Under Management

6,735

Total Clients

274

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Mark Graber’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Franklin Graber.
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