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MG

Mark Ghazal

ORION FINANCIAL ADVISORS
VOORHEES, NJ 08043
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CRD#: 4846623
MG

Professional summary


Mark Ghazal, who also goes by Mark F Ghazal, Mark Fouad Ghazal, is a registered financial advisor currently at ORION FINANCIAL ADVISORS located in Voorhees, New Jersey.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Mark has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mark F Ghazal | Mark Fouad Ghazal

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.
I*114168 For profit or not for profit: For-Profit Organization Name of outside business organization: Gazelle Inc Investment related: N Address of business: Cherry Hill, New Jersey 8003 Nature of business: S-Corp, Position, title, association: Family Held, Start date of relationship: 11/19/2007 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: This is a S corp that belongs to my mother who operates a travel agency through the entity. I hold 16 shares 16% ownership of the company for ownership and tax purposes

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Ghazal'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

May 22, 2024 - Present

ORION FINANCIAL ADVISORS

Office #1: 141 Cooper Rd, Voorhees, NJ 08043
RIA
CRD#: 328757
VOORHEES, NJ
Past

April 24, 2018 - April 24, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BREA, CA
Past

April 24, 2018 - April 24, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BREA, CA
Past

June 10, 2016 - February 20, 2018

MORGAN STANLEY

RIA
CRD#: 149777
MONARCH BEACH, CA
Past

June 10, 2016 - February 20, 2018

MORGAN STANLEY

BD
CRD#: 149777
MONARCH BEACH, CA
Past

November 15, 2006 - June 6, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CARMEL, CA
Past

August 2, 2006 - June 6, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CARMEL, CA
Past

October 17, 2005 - March 2, 2006

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

October 17, 2005 - March 2, 2006

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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
(5/22/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/14/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OF
ORION FINANCIAL ADVISORS
ORION FINANCIAL ADVISORS | ORION FINANCIAL ADVISORS LLC

CRD#: 328757 / SEC#:

New Jersey
Registered Investment Advisory firm - (2/13/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - (7/3/2024 Approved)
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Contact information


Main Address
141 Cooper Rd, Voorhees, NJ 08043
Mailing Address
Phone number
(800) 256-0427
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts76
AUM (Assets Under Management)$ 10,435,082

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


ORION FINANCIAL ADVISORS

CRD#: 328757Voorhees, NJ 08043

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