Mark W. George

ACCORD CAPITAL MANAGEMENT, LTD.

BOISE, ID 83702

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CRD#: 2552775

Professional summary

Mark William George is a registered financial advisor currently at ACCORD CAPITAL MANAGEMENT, LTD. located in Boise, Idaho.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 24 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark William George'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

January 19, 2017 - Present

ACCORD CAPITAL MANAGEMENT, LTD.

Office #1: 802 W Bannock St Suite 602, Boise, ID 83702

RIA

CRD#: 285933

BOISE, ID

Past

February 21, 2014 - April 6, 2017

CAPITAL MARKETS IQ, LLC

RIA

CRD#: 134921

KETCHUM, ID

Past

March 12, 1998 - January 17, 2006

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

May 13, 1997 - March 15, 1998

LCP CAPITAL CORP.

CRD#: 14469

STATEN ISLAND, NY

Past

February 26, 1997 - May 28, 1997

LEXINGTON CAPITAL PARTNERS & CO., INC.

CRD#: 40494

Past

November 21, 1995 - January 25, 1996

NORTHEAST SECURITIES, LLC

CRD#: 25996

MITCHELFIELD, NY

Past

December 19, 1994 - November 15, 1995

NICHOLS, SAFINA, LERNER & CO. INC.

CRD#: 35476

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

Idaho
(1/19/2017)

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 66

Date: 12/6/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/25/1996

General Securities Principal Examination

Current Firm

ACCORD CAPITAL MANAGEMENT, LTD.

ACCORD CAPITAL | ACCORD CAPITAL MANANGEMENT, LTD. | ACCORD CAPITAL MANAGEMENT, LTD. | ACCORD CAPITAL LTD

CRD#: 285933 / SEC#:

Idaho

Registered Investment Advisory firm - (1/10/2017 Approved)

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Contact information

Main Address

802 W Bannock St Suite 602, Boise, ID 83702

Mailing Address

802 W Bannock St Suite 602, Boise, ID 83702

Phone number

(208) 720-4320

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 32,000,000

Red Flags

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

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Firm Stability Insights

Mark W. George

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark William George's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL MARKETS IQ, LLC

A. G. EDWARDS & SONS, INC.

LCP CAPITAL CORP.

LEXINGTON CAPITAL PARTNERS & CO., INC.

NORTHEAST SECURITIES, LLC

NICHOLS, SAFINA, LERNER & CO. INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2005

Series 63

Date: 12/22/1994

Series 7

Date: 12/17/1994

Series 24

Date: 11/25/1996

Current Firm

ACCORD CAPITAL MANAGEMENT, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ACCORD CAPITAL MANAGEMENT, LTD.

TRUST BUT VERIFY

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