Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MEDFORD, OR

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Mark Daniel Chirgwin is a registered representative with Stifel, Nicolaus & Company, Inc. in Medford, OR. Mark Daniel Chirgwin has been in the financial services industry for over 28 years. Mark Daniel Chirgwin is also a registered investment advisor representative in Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Mark Robert Rohlik is a registered representative with RBC Capital Markets, LLC. Mark has been in the financial services industry for over 10 years and has a Series 7 and Series 66 license. Mark specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and corporations. Mark has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

L & B Realty Advisors, LLP

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Mark Paul Faraldo is an Investment Advisor Representative at L & B Realty Advisors, LLP in DALLAS, Texas. Mark is registered with the state of Texas, and has been active in the industry since April 1988. Mark specializes in providing investment advice to insurance companies, pooled investment vehicles, and state or municipal government entities. L & B Realty Advisors, LLP is a firm that provides portfolio management services to individuals, businesses, and pooled investment vehicles. They specialize in pension consulting, portfolio management for businesses, and portfolio management for pooled investment vehicles. They are located in DALLAS, Texas, and manage approximately $177,379 in regulatory assets.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed

THE Colony Group, LLC | CFA ® (Certifications)

location

Boston, MA

0 Disclosures

ADVISOR BIO

Mark Charles Lapman is a financial advisor registered with THE Colony Group, LLC. Mark has been in the industry since 1994, and has a Series 6 license. Mark is also a Chartered Financial Analyst. Mark has experience in providing financial planning and investment advice to individuals, families, and businesses. Mark's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Mark's experience and expertise make him a valuable resource for clients seeking financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

FRESNO, CA

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Mark William Otta is a registered representative of RBC Capital Markets, LLC. Mark has been in the securities industry since April 24, 1995. Mark is also a registered investment advisor representative of RBC Capital Markets, LLC. Mark has specialized in a variety of services including portfolio management for individuals and businesses, financial planning, and pension consulting. Mark has been with RBC Capital Markets, LLC since March 2008 and has a total of 22 years of experience in the securities industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

TCW Investment Management Co. LLC

location

LOS ANGELES, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Mark Anthony Romano is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with TCW Investment Management Co. LLC in Los Angeles, California. Mark has held previous roles with PIMCO INVESTMENTS LLC in New York, New York and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC in New York, New York. Mark Anthony Romano holds licenses in all 50 states. Mark’s areas of expertise include portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO MANAGEMENT FOR WRAP FEE PROGRAMS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

Westport, CT

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Mark Bilski is a financial advisor with RBC Capital Markets, LLC. Mark has been in the industry since November 20, 1984. Mark works in the Westport, CT branch of RBC Capital Markets, LLC, and is also licensed to practice in the state of New York and Texas. Prior to joining RBC Capital Markets, LLC, Mark worked at UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Gallipolis, OH

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Edwin Smith is a financial advisor with over 40 years of experience in the financial services industry. Mark is registered with Robert W. Baird & Co. Inc. and has held previous positions at J.J.B. HILLIARD, W.L. LYONS, LLC, ADVEST, INC., EVEREN SECURITIES, INC., BLUNT ELLIS & LOEWI INCORPORATED, and THE OHIO COMPANY. Mark is a highly experienced financial advisor who can help you with your financial planning needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Orion Portfolio Solutions, LLC

location

OMAHA, NE

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Mark Alan Soukup is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered with Orion Portfolio Solutions, LLC and has been with the firm since January 2019. Previously, Mark was a financial advisor with Northern Lights Distributors, LLC. Mark is also registered as an investment advisor representative in the state of Nebraska. Mark holds the Series 63 and Series 65 securities licenses, as well as the Series 7 and SIE exams.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

LITTLETON, CO

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Mark Van valkenburg is an investment advisor representative with TLG Advisors, Inc. Mark has been in the financial services industry since December 8, 1993. Mark is currently registered with the state of Massachusetts. Mark has previously been registered with a number of other firms, including Liberty Partners Financial Services, LLC, Lincoln Financial Securities Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, and Security First Financial, Inc. Mark has a wide range of experience in the financial services industry, including investment advisory, financial planning, and insurance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLACEMENT OF INSTITUTIONAL FUNDS
Portfolio Management for Pooled Investment Vehicles

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