Mark F. Van Valkenburg
Professional summary
Mark Francis Van Valkenburg, who also goes by M. F. Vanvalkenburg, Mark Francis Vanvalkenburg, is a registered financial advisor currently at TLG ADVISORS, INC. located in East Longmeadow, Massachusetts and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Mark has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Francis Van Valkenburg's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 21, 2023 - Present
TLG ADVISORS, INC.
Office #1: 296 North Main Street, East Longmeadow, MA 01028January 11, 2023 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901November 1, 2018 - December 31, 2021
MODERN CAPITAL ADVISORS, LLC
November 1, 2018 - March 28, 2023
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
March 5, 2008 - November 5, 2018
OSAIC FS, INC.
October 19, 1999 - November 5, 2018
OSAIC FS, INC.
December 23, 1998 - September 1, 1999
METROPOLITAN LIFE INSURANCE COMPANY
December 23, 1998 - September 1, 1999
MSI FINANCIAL SERVICES, INC.
November 16, 1994 - January 1, 1999
METLIFE INVESTORS DISTRIBUTION COMPANY
October 4, 1993 - October 27, 1994
METROPOLITAN LIFE INSURANCE COMPANY
October 4, 1993 - October 27, 1994
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
TLG ADVISORS, INC.
CRD#: 111052 / SEC#: 801-60458
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/29/2024)
(1/11/2023)
(1/12/2023)
(2/21/2023)
(2/21/2023)
(11/8/2023)
(2/23/2024)
Exams
FINRA
Current Firm
TLG ADVISORS, INC.
CRD#: 111052 / SEC#: 801-60458
Contact information
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,331 |
| AUM (Assets Under Management) | $ 1,948,103,893 |
Red Flags
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