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MD

Mark R. Dushane

DUSHANE MANAGEMENT
Oxford, FL 34484
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CRD#: 1942537
MD

Professional summary


Mark Richard Dushane, who also goes by Mark Dushane, is a registered financial advisor currently at DUSHANE MANAGEMENT, INC. located in Oxford, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Mark has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mark Dushane

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. AUTHOR OF THE BOOK "BEYOND FOLLY" 2. PRESIDENT OF THE LAKE COUNTY CHAMBER ALLIANCE. 3. CHAIRMAN OF THE LADY LAKE ECONOMIC DEVELOPMENT ADVISORY COMMITTEE.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Richard Dushane'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®
None

Experience


Current

October 28, 2013 - Present

DUSHANE MANAGEMENT, INC.

Office #1: 12395 Ne 48th Loop, Oxford, FL 34484
RIA
CRD#: 168673
Oxford, FL
Past

August 30, 2010 - August 30, 2013

ADVANCE CAPITAL MANAGEMENT INC

RIA
CRD#: 110767
THE VILLAGES, FL
Past

June 10, 2010 - August 30, 2013

ADVANCE CAPITAL SERVICES, INC.

BD
CRD#: 19347
THE VILLAGES, FL
Past

December 12, 2000 - July 1, 2009

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
BRIGHTON, MI
Past

January 11, 2000 - December 1, 2000

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

April 20, 1989 - March 9, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
Florida
(11/25/2013)
IAR
Michigan
(10/28/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/2/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


DM
DUSHANE MANAGEMENT, INC.
DUSHANE MANAGEMENT, INC. | DUSHANE, MARK R

CRD#: 168673 / SEC#:

Florida
Registered Investment Advisory firm - (11/25/2013 Approved)
Michigan
Registered Investment Advisory firm - (10/22/2013 Approved)
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Contact information


Main Address
12395 Ne 48th Loop, Oxford, FL 34484
Mailing Address
P.o Box 811, Oxford, FL 34484
Phone number
(352) 561-6410
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts66
AUM (Assets Under Management)$ 11,267,095

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DUSHANE MANAGEMENT, INC.

CRD#: 168673Oxford, FL 34484

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Contact information


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