MP
Mark R. Painter
EVERGUIDE FINANCIAL GROUP
Cranford, NJ 07016
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CRD#: 4877921
MP
Professional summary
Mark R Painter is a registered financial advisor currently at EVERGUIDE FINANCIAL GROUP, LLC located in Cranford, New Jersey.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Mark has worked at 2 firms .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark R Painter'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®
NoneExperience
Current
June 14, 2016 - Present
EVERGUIDE FINANCIAL GROUP, LLC
Office #1: 20 Commerce Dr Suite 135, Cranford, NJ 07016RIA
CRD#: 283681
Cranford, NJ
Past
April 16, 2013 - December 14, 2016
SEL ASSET MANAGEMENT, LLC
RIA
CRD#: 166371
BERWYN, PA
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(6/14/2016)
IAR
Pennsylvania(9/12/2016)
Exams
Current Firm
EF
EVERGUIDE FINANCIAL GROUP, LLC
EVERGUIDE FINANCIAL GROUP, LLC
CRD#: 283681 / SEC#:
New Jersey
Registered Investment Advisory firm - (6/14/2016 Approved)Pennsylvania
Registered Investment Advisory firm - (9/9/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20 Commerce Dr Suite 135, Cranford, NJ 07016
Mailing Address
Phone number
(215) 203-6673
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 145 |
| AUM (Assets Under Management) | $ 35,291,000 |
Red Flags
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