Mark Alan Beaver
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Social Security Planning
- Investment Planning
- Retirement Income Management
- Retirement Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures on record.
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.
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Credentials
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BENEDICT FINANCIAL ADVISORS, INC. | BENEDICT FNANCIAL ADVISORS, INC.
Contact Information
Main Address
6000 Lake Forrest Drive Suite 550, Atlanta, GA 30328-5901Phone Number
(770) 671-8228# of Employees
7SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
724AUM (Assets Under Management)
$529,382,185Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BENEDICT FINANCIAL ADVISORS, INC. | BENEDICT FNANCIAL ADVISORS, INC.
State Registrations and Notice Filings
(4/14/2020)
(4/14/2020)
(4/14/2020)
(4/14/2020)
(4/14/2020)
(6/5/2002)
(1/3/2005)
(4/14/2020)
(3/8/2013)
(4/14/2020)
(12/5/2023)
(3/29/2021)
(4/14/2020)
(4/14/2020)
(4/14/2020)
(4/14/2020)
(4/14/2020)
(4/14/2020)
(3/29/2021)
(8/7/2022)
(4/14/2020)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2002About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Alan Beaver's CRS (Customer Relationship Summary).
Services Offered by Mark
- Social Security Planning
- Investment Planning
- Retirement Income Management
- Retirement Planning
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