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Mark John Digiovanni

Mark J. Digiovanni

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CRD#: 2539862
Mark John Digiovanni

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark John Digiovanni, CFP® was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1994. Mark had 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"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

November 29, 2012 - December 31, 2025

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.

BD
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

BD
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.

BD
CRD#: 19948
ATLANTA, GA
Past

September 19, 1994 - November 8, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/9/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/29/1998
General Securities Principal Examination

Current Firm


MF
MARATHON FINANCIAL STRATEGIES
MARATHON FINANCIAL STRATEGIES

CRD#: 166289 / SEC#: 801-135320

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Contact information


Main Address
Brunswick, GA
Mailing Address
Phone number
(770) 985-0650
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Part 2 Brochures

Regulatory assets under management


Total Number of Accounts69
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.

Company Information


MARATHON FINANCIAL STRATEGIES

CRD#: 166289

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Contact information


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