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Mark Vincent Briggs

Briggs Wealth Management, Inc.

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About Mark Vincent Briggs

Mark Briggs is an Investment Advisor Representative at Briggs Wealth Management, Inc., located in Glastonbury, CT. Mark has over 23 years of experience in the financial services industry. Mark has also held positions at JEFFERSON PILOT SECURITIES CORPORATION, POLARIS FINANCIAL SERVICES, INC., and CFS BROKERAGE CORP.. Mark holds the Series 6, 7, 24, 63, and 65 licenses and is a Certified Financial Planner. Mark and Briggs Wealth Management, Inc. provide financial planning, consulting, and tax preparation services to high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses.

Firm Information

Mark Briggs is currently registered with Briggs Wealth Management, Inc.. Briggs Wealth Management, Inc. is a registered investment advisor located in Glastonbury, CT. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also offer consulting and tax preparation services. Briggs Wealth Management, Inc. has approximately $258,725,939 in regulatory assets under management.
Briggs Wealth Management, Inc.

59 SYCAMORE STREET

GLASTONBURY, CT 06033

$258.73M

Assets Under Management

6

Total Clients

2

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 individuals

Personalized portfolio management to meet individual financial objectives.

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consulting; tax preparation

Consulting; tax preparation

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 Briggs’s Registration & Firm History

CT

10/19/2000 - Present

Briggs Wealth Management, Inc. (Glastonbury CT)

IN

07/08/2000 - 08/04/2004

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

NH

08/03/1998 - 07/08/2000

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

NY

08/26/1997 - 07/31/1998

CFS BROKERAGE CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/21/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/27/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/1999

Series 24 - General Securities Principal Examination

BC

Issued 08/10/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/10/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Vincent Briggs.
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