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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wallace Vermillion is a financial advisor with The Colony Group, LLC, and has been in the industry since 2001. Mark is registered to provide investment advice in Oregon and has a Series 66 and Series 63 license. Mark has a background in both brokerage and investment advisory services and is also a Certified Financial Planner. Mark has previously worked at Key Investment Services LLC and Financial Network Investment Corporation.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
OR
09/06/2024 - Present
THE Colony Group, LLC (PORTLAND OR)
OR
08/06/2019 - 12/22/2021
KEY INVESTMENT SERVICES LLC (Corvallis OR)
OR
02/11/2003 - 05/31/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (SALEM OR)
OH
02/05/2001 - 02/11/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 08/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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