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Mark Lee Loomis

River Wealth Advisors LLC

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About Mark Lee Loomis

Mark Loomis is a financial advisor with River Wealth Advisors LLC. Mark Loomis is a registered investment advisor and has been in the industry since 1986. Mark Loomis holds Series 7, 8, 63, and 65 securities licenses. Mark Loomis has experience in providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pension plans. Mark Loomis has worked with Charles Schwab & Co., Inc. and NYLIFE Securities Inc. in the past.

Firm Information

Mark Loomis is currently registered with River Wealth Advisors LLC. River Wealth Advisors LLC is a registered investment advisor located in CAMP HILL, PA. The firm provides financial planning and portfolio management for individuals, businesses, charitable organizations, and pension and profit sharing plans. As of their last reporting, the firm managed over $1 billion in assets.
River Wealth Advisors LLC

100 CORPORATE CENTER DRIVE

CAMP HILL, PA 17011

$1.06B

Assets Under Management

2

Total Clients

13

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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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 Loomis’s Registration & Firm History

PA

09/08/2016 - Present

River Wealth Advisors LLC (CAMP HILL PA)

PA

11/16/1990 - 07/20/2015

CHARLES SCHWAB & CO., INC. (HARRISBURG PA)

NY

07/05/1989 - 11/15/1990

NYLIFE SECURITIES INC. (NEW YORK NY)

GA

01/27/1989 - 07/15/1989

THE PLANNER'S SECURITIES GROUP, INC. (ATLANTA GA)

WI

05/05/1988 - 11/21/1988

ISFA CORPORATION (APPLETON WI)

NA

05/22/1986 - 04/14/1988

LEGG MASON WARREN YORK, INC.

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Licenses & Designations

IA

Issued 09/08/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 07/20/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Lee Loomis.
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