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MM

Mark R. Miehle

FIRST FIDELITY GROUP LLC
BIRMINGHAM, AL 35242
Some features on this profile are disabled
CRD#: 5855372
MM

Professional summary


Mark Robert Miehle is a registered financial advisor currently at FIRST FIDELITY GROUP LLC located in Birmingham, Alabama.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Mark has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
First Fidelity Group LLC Mark Miehle serves as a licensed insurance agent for First Fidelity Group LLC. (Approximately 2 hours a week) Position: Principal Start Date: 08/15/2008 ADDRESS: 1134 GREYMOOR RD, SHOAL CREEK AL 35242 DESCRIPTION: Market and sell insurance products such as life insurance and annuities. Ophthalmic Concepts POSITION: Owner and manufactures representative for eyecare products (Approximately 1 hour a week) Start DATE: 07/24/2012 ADDRESS: 1134 GREYMOOR RD, SHOAL CREEK AL 35242

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Robert Miehle'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

February 9, 2015 - Present

FIRST FIDELITY GROUP LLC

Office #1: 1134 Greymoor Road, Birmingham, AL 35242
RIA
CRD#: 174073
BIRMINGHAM, AL
Past

January 26, 2012 - December 31, 2014

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
BIRMINGHAM, AL
Past

February 23, 2011 - December 31, 2011

PFI STRATEGIES

RIA
CRD#: 148062
CHESTERFIELD, MO
Past

November 15, 2010 - November 16, 2010

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
BIRMINGHAM, AL
Past

October 21, 2010 - December 31, 2014

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL

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
Alabama
(2/9/2015)
IAR
Louisiana
(3/24/2015)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/11/2010
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FF
FIRST FIDELITY GROUP LLC
FIRST FIDELITY GROUP LLC

CRD#: 174073 / SEC#:

Alabama
Registered Investment Advisory firm - (2/6/2015 Approved)
Louisiana
Registered Investment Advisory firm - (3/24/2015 Approved)
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Contact information


Main Address
Birmingham, AL
Mailing Address
Phone number
(205) 266-2136
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts66
AUM (Assets Under Management)$ 7,511,271

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


FIRST FIDELITY GROUP LLC

CRD#: 174073Birmingham, AL 35242

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