Mark J. Digiovanni

MARATHON FINANCIAL STRATEGIES

Grayson, GA

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CRD#: 2539862

Professional summary

Mark John Digiovanni, CFP® is a registered financial advisor currently at MARATHON FINANCIAL STRATEGIES located in Grayson, Georgia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Retirement Planning

Tax Planning

Investment Planning

Comprehensive Financial Planni...

Estate Planning

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.

I AM THE AUTHOR OF BOOKS RELATED TO FINANCIAL MANAGEMENT - FOUR BOOKS TO DATE: "PEARLS BEFORE SWINE: FINANCIAL WISDOM FROM THE PAST... IGNORED IN THE PRESENT" "WHIPSAWED: HOW GREED AND FEAR SHRED FINANCES AND FUTURES" "MONEY MORONS: THEIR CAUSES AND CURES" "6,000,000 MINUTES ON THE CLOCK: DISCOVERING THE WHAT, WHERE, AND WHY OF YOUR IDEAL CAREER" ROYALTIES FROM BOOK SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark John Digiovanni'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^®

Certified Financial Planner

Start date: 1997

Experience

Current

November 29, 2012 - Present

MARATHON FINANCIAL STRATEGIES

RIA

CRD#: 166289

Grayson, GA

Past

October 16, 2007 - December 31, 2012

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

GRAYSON, GA

Past

September 19, 2007 - December 31, 2012

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

GRAYSON, GA

Past

January 1, 2004 - October 18, 2007

CETERA ADVISORS LLC

RIA

CRD#: 10299

SNELLVILLE, GA

Past

January 1, 2004 - October 18, 2007

CETERA ADVISORS LLC

CRD#: 10299

SNELLVILLE, GA

Past

April 10, 2003 - January 1, 2004

IFG ADVISORY SERVICES INC

RIA

CRD#: 105316

SNELLVILLE, GA

Past

November 8, 1999 - January 2, 2004

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

September 19, 1994 - November 8, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

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

Georgia
(11/29/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/9/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/19/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/16/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/29/1998

General Securities Principal Examination

Current Firm

MARATHON FINANCIAL STRATEGIES

CRD#: 166289 / SEC#:

Georgia

Registered Investment Advisory firm - (11/28/2012 Approved)

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Contact information

Main Address

Grayson, GA

Mailing Address

Phone number

(770) 985-0650

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	69
AUM (Assets Under Management)	$ 35,000,000

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Mark J. Digiovanni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark John Digiovanni's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

IFG ADVISORY SERVICES INC

IFG NETWORK SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/1997

Series 63

Date: 9/19/1994

Series 7

Date: 9/16/1994

Series 24

Date: 10/29/1998

Current Firm

MARATHON FINANCIAL STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARATHON FINANCIAL STRATEGIES

TRUST BUT VERIFY

Contact information

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