Mark D. Kinney
VIRTUE CAPITAL MANAGEMENT
WAKEFIELD, MA 01880
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CRD#: 1771421
Professional summary
Mark David Kinney, CFP® is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Wakefield, Massachusetts.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Mark has worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) KINNEY WEALTH INC.�, Title: PARTNER��, Description: LIFE, HEALTH, LTC, DI,�, Start Date: 10-01-2017, Address: WAKEFIELD, MA�, Investment-related? YES, Hours per month: 80, During trading hours: 4
CRS (Client Relationship Summary) - RIA
Click below to view Mark David Kinney's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
December 24, 2019 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 301 Edgewater Place Suite 100, Wakefield, MA 01880RIA
CRD#: 167816
WAKEFIELD, MA
Past
November 24, 2014 - December 2, 2019
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Wakefield, MA
Past
August 2, 2010 - November 3, 2014
LINCOLN INVESTMENT
BD
CRD#: 519
LEE, MA
Past
March 17, 2008 - August 2, 2010
MM ASCEND LIFE INVESTOR SERVICES, LLC
RIA
CRD#: 36451
LEE, MA
Past
February 15, 2005 - August 2, 2010
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
LEE, MA
Past
November 1, 2001 - February 28, 2005
PMG ASSET MANAGEMENT INC
RIA
CRD#: 110825
LEE, MA
Past
January 2, 2001 - February 15, 2005
PMG SECURITIES CORPORATION
BD
CRD#: 27107
ELGIN, IL
Past
June 11, 1999 - December 31, 2000
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
February 16, 1994 - July 22, 1999
FISCO EQUITY, INC.
BD
CRD#: 24067
LINCOLN, RI
Past
August 1, 1989 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
August 1, 1989 - February 3, 1994
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
February 23, 1988 - January 14, 1989
DOUGHERTY DAWKINS LLC
BD
CRD#: 7442
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(12/24/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816Wakefield, MA 01880TRUST BUT VERIFY
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