Mark A. Beaver
BENEDICT FINANCIAL ADVISORS
ATLANTA, GA 30328
Some features on this profile are disabled
CRD#: 4509070
Professional summary
Mark Alan Beaver, CFP® is a registered financial advisor currently at BENEDICT FINANCIAL ADVISORS, INC. located in Atlanta, Georgia and LPL FINANCIAL LLC located in Atlanta, Georgia.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Mark has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Social Security Planning
Investment Planning
Retirement Income Management
Retirement Planning
What is your minimum asset requirement?
250K
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.
1. 5/7/2004 - REGISTERED INVESTMENT ADVISOR - BENEDICT FINANCIAL ADVISORS, INC. - ATLANTA, GA. 2. 6/15/2009 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - BENEDICT FINANCIAL - ATLANTA, GA. 3. 9/17/2014 - REGISTERED INVESTMENT ADVISOR HYBRID - BENEDICT FINANCIAL ADVISORS, INC. - ATLANTA, GA. 4. 02/08/2024 - Benedict Financial Group, Inc. - Inv Related - At Reported Business location(s) - Insurance Agency - Started: 1/26/2024 - 1 Hr/mo; 0 Hr During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Alan Beaver'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®
Start date: 2009
Experience
Current
January 3, 2005 - Present
BENEDICT FINANCIAL ADVISORS, INC.
Office #1: 6000 Lake Forest Drive Suite 550, Atlanta, GA 30328RIA
CRD#: 116690
ATLANTA, GA
Current
May 31, 2002 - Present
LPL FINANCIAL LLC
Office #1: 6000 Lake Forrest Dr, Ste. 550, Atlanta, GA 30328RIA
BD
CRD#: 6413
Atlanta, GA
Past
December 9, 2004 - April 9, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
BROOKHAVEN, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BENEDICT FINANCIAL ADVISORS, INC.
BENEDICT FINANCIAL ADVISORS, INC. | BENEDICT FNANCIAL ADVISORS, INC.
CRD#: 116690 / SEC#: 801-77715
RIA
Registered Investment Advisory firm - (3/6/2013 Approved)Florida
Registered Investment Advisory firm - (2/5/2014 Terminated)Georgia
Registered Investment Advisory firm - (2/5/2014 Terminated)North Carolina
Registered Investment Advisory firm - (2/5/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/14/2020)
RR
Arizona(4/14/2020)
RR
Arkansas(4/14/2020)
RR
California(4/14/2020)
RR
Florida(4/14/2020)
RR
Georgia(6/5/2002)
IAR
Georgia(1/3/2005)
RR
Indiana(4/14/2020)
IAR
Michigan(3/8/2013)
RR
Michigan(4/14/2020)
RR
Minnesota(12/5/2023)
RR
Nebraska(3/29/2021)
RR
New York(4/14/2020)
RR
North Carolina(4/14/2020)
RR
Ohio(4/14/2020)
RR
Pennsylvania(4/14/2020)
RR
South Carolina(4/14/2020)
RR
Tennessee(4/14/2020)
RR
Texas(3/29/2021)
IAR
Texas(8/7/2022)
RR
Virginia(4/14/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BENEDICT FINANCIAL ADVISORS, INC.
BENEDICT FINANCIAL ADVISORS, INC. | BENEDICT FNANCIAL ADVISORS, INC.
CRD#: 116690 / SEC#: 801-77715
RIA
Registered Investment Advisory firm - (3/6/2013 Approved)Florida
Registered Investment Advisory firm - (2/5/2014 Terminated)Georgia
Registered Investment Advisory firm - (2/5/2014 Terminated)North Carolina
Registered Investment Advisory firm - (2/5/2014 Terminated)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
6000 Lake Forrest Drive Suite 550, Atlanta, GA 30328-5901
Mailing Address
Phone number
(770) 671-8228
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 729 |
| AUM (Assets Under Management) | $ 474,950,483 |
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
BENEDICT FINANCIAL ADVISORS, INC.
CRD#: 116690Atlanta, GA 30328TRUST BUT VERIFY
Monitor Mark Beaver
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
