Mark B. Zinman

INTEGRITY INVESTMENT ADVISORS

Southhampton, PA 18966

Some features on this profile are disabled

CRD#: 4200377

Professional summary

Mark Benjamin Zinman is a registered financial advisor currently at INTEGRITY INVESTMENT ADVISORS, LLC located in Southhampton, Pennsylvania.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mark has worked at 5 firms and has passed the Series 66 and Series 7 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.

RENTAL PARTNERSHIP - PARTNER - TIME SPENT NOT AVAILABLE. - CELLULAR TELEPHONE - PRESIDENT - TIME SPENT NOT AVAILABLE. SCHWEONS MEN & BOYS CLOTHING- RETAIL SALES AND RENTALS OF FINE CLOTHING- TIME SPENT 5%, ZIPAR-LEASE FINANCING- TIME SPENT 5%, INTEGRITY PARTNERS INC- TAX AND ACCOUNTING- TIME SPENT 5%, INTEGRITY TAX OF NEW JERSEY INC- TAX & ACCOUNTING- TIME SPENT 5%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Benjamin Zinman'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

July 17, 2006 - Present

INTEGRITY INVESTMENT ADVISORS, LLC

Office #1: 260 Knowles Avenue Suite 334, Southhampton, PA 18966

RIA

CRD#: 140838

Southhampton, PA

Past

January 12, 2004 - January 17, 2006

BUSH LEVIN TECOSKY ZINMAN FINANCIAL SERVICES LLC.

RIA

CRD#: 123487

HUNTINGDON VALLEY, PA

Past

October 2, 2001 - December 31, 2006

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

LANSDALE, PA

Past

September 21, 2001 - December 31, 2006

NATIONAL PLANNING CORPORATION

CRD#: 29604

LANSDALE, PA

Past

January 11, 2001 - September 28, 2001

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

June 28, 2000 - January 19, 2001

HOCHMAN & BAKER SECURITIES, INC.

CRD#: 19949

STAMFORD, CT

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

New Jersey
(3/15/2007)

IAR

Pennsylvania
(7/17/2006)

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: 8/21/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/27/2000

General Securities Representative Examination

Current Firm

INTEGRITY INVESTMENT ADVISORS, LLC

COMPREHENSIVE ADVISORS, LLC | INTEGRITY INVESTMENT ADVISORS, LLC

CRD#: 140838 / SEC#:

Missouri

Registered Investment Advisory firm - (1/2/2015 Approved)

New Jersey

Registered Investment Advisory firm - (2/13/2007 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/17/2006 Approved)

Texas

Registered Investment Advisory firm - (12/31/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

500 E Main Street, Lansdale, PA 19446

Mailing Address

Phone number

(215) 772-2160

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	278
AUM (Assets Under Management)	$ 57,448,388

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark B. Zinman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Benjamin Zinman's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY INVESTMENT ADVISORS, LLC

BUSH LEVIN TECOSKY ZINMAN FINANCIAL SERVICES LLC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

1717 CAPITAL MANAGEMENT COMPANY

HOCHMAN & BAKER SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2000

Series 7

Date: 6/27/2000

Current Firm

INTEGRITY INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors