Mark Allen Loeffler
Professional Summary
Mark Allen Loeffler is a registered financial advisor currently at VRA PARTNERS, LLC located in Atlanta, Georgia. Mark is registered as a RR (Registered Representative) and started their career in finance in 2000. Mark has worked at 4 firms and has passed the Series 63, Series 62, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
VRA PARTNERS, LLC | VRH PARTNERS, LLC
Contact Information
Main Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326Mailing Address
3630 Peachtree Road Suite 1000, Atlanta, GA 30326Phone Number
(404) 835-1000Established
Georgia since 06/01/2006Firm Type
Limited Liability CompanyFiscal Year End
MayFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LOEFFLER, MARK ALLEN | MD, SECRETARY | 4177877 |
| MATTHIAS, BROCK DAVID | MANAGING DIRECTOR | 2314883 |
| MCCARTNEY, DOUGLAS JAMES | MD, CCO | 2478640 |
| MCRAE, CHARLES COLLIER | MANAGING DIRECTOR | 5680842 |
| SHERMAN, WILLIAM TECHUMSCH | PRESIDENT, CEO | 2478675 |
| KINZER, CAROL ANN | FINANCIAL AND OPERATIONS PRINCIPAL/CFO | 4519471 |
| REILLY, CHRISTOPHER SCOTT | MANAGING DIRECTOR | 6742997 |
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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.
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State Registrations and Notice Filings
(5/22/2007)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Mark Allen Loeffler's CRS (Customer Relationship Summary).
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