Years of Experience
5-20+ Years
RICHMOND, VA
44 Years Experience
1 Disclosures
ADVISOR BIO
Mark Goodstein is a financial advisor with over 40 years of experience in the industry. Mark currently works at Wells Fargo Clearing Services, LLC. Mark has been with Wells Fargo Clearing Services, LLC since November 2016 and was previously with UBS Financial Services Inc from January 2007 to May 2016. Prior to UBS Financial Services Inc, Mark worked for Wachovia Securities, LLC, Salomon Smith Barney Inc, Advest, Inc, Prudential-Bache Securities Inc, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark is licensed to provide investment advice in several states including Virginia, Texas, and others.
SPECIALIZATIONS
FALLS CHURCH, VA
23 Years Experience
0 Disclosures
ADVISOR BIO
Mark Toia has been a registered advisor since 2002. Mark currently works for Equitable Advisors, LLC. Mark is licensed to advise clients in California, Delaware, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maryland, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Mark offers advisory services to individuals, businesses, and retirement plans.
SPECIALIZATIONS
FALLS CHURCH, VA
44 Years Experience
0 Disclosures
ADVISOR BIO
Mark Swartz is an investment advisor representative with Equitable Advisors, LLC. Mark is licensed to conduct investment advising activities in Alabama, California, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maryland, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. Mark has been in the securities industry since October 19, 1980.
SPECIALIZATIONS
WINCHESTER, VA
12 Years Experience
0 Disclosures
ADVISOR BIO
Mark Hillyard is a financial advisor at Edward Jones with over 10 years of experience in the financial services industry. Mark is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in multiple states, including Texas, Virginia, and others. Mark specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Mark is also licensed to sell insurance products.
SPECIALIZATIONS
Richmond, VA
25 Years Experience
0 Disclosures
ADVISOR BIO
Mark Joseph Barnett is a financial advisor with Ameriprise Financial Services, LLC. Mark is registered with the state of Virginia and has 23 years of experience in the financial services industry. Mark has been with Ameriprise Financial since 2005. He is registered with the state of Texas, and has passed the Series 66 and Series 7 examinations.
SPECIALIZATIONS
MCLEAN, VA
0 Disclosures
ADVISOR BIO
Mark J. Martin is a financial advisor with Creative Planning. Mark has been a registered representative since 2014 and has a CFP® designation. Mark's current registration is active in Texas and Virginia and he is currently working in the McLean, VA branch office of Creative Planning.
SPECIALIZATIONS
ROANOKE, VA
15 Years Experience
0 Disclosures
ADVISOR BIO
Mark Stephen Purcell is an active investment advisor representative at Truist Advisory Services, Inc. in Roanoke, VA. Mark has been in the industry since 2010. Mark holds the Series 66, Series 7, Series 9, Series 10, and SIE exams. Previous to joining Truist Advisory Services, Inc. Mark was registered with BB&T SECURITIES, LLC in Richmond, VA and Scott & Stringfellow, LLC in Martinsville, VA.
SPECIALIZATIONS
Charlottesville, VA
0 Disclosures
ADVISOR BIO
Mark McCarron is a financial advisor registered in Virginia and Texas with Arrowroot Family Office, LLC. Mark has been in the industry since 2007. Mark has his Series 7, Series 63 and SIE licenses. Mark is a Certified Financial Planner.
SPECIALIZATIONS
CHARLOTTESVILLE, VA
42 Years Experience
0 Disclosures
ADVISOR BIO
Mark Eugene Bechtle is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Capitol Securities Management, Inc., and is located in Charlottesville, Virginia. Mark has previously worked for WELLS FARGO ADVISORS, LLC and PRUDENTIAL SECURITIES INCORPORATED, among others.
SPECIALIZATIONS
RICHMOND, VA
0 Disclosures
ADVISOR BIO
Mark Edward Devaul is a registered investment advisor representative with The London Co. Of Virginia. Mark has been with The London Co. Of Virginia since July 2011. Mark has over 20 years of experience in the financial services industry. Prior to joining The London Co. Of Virginia, Mark worked at Nuveen Investments, LLC, Salomon Smith Barney Inc., First Union Securities, Inc., and First Union Capital Markets Corp. Mark is a Chartered Financial Analyst. Mark specializes in portfolio management for individuals, businesses, and investment companies.
SPECIALIZATIONS