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MK

Mark A. Kanakaris

KANAKARIS AND ASSOCIATES
Woodstock, GA 30188
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CRD#: 6121214
MK

Professional summary


Mark A Kanakaris, who also goes by Mark Kanakaris, is a registered financial advisor currently at KANAKARIS AND ASSOCIATES located in Woodstock, Georgia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Mark has worked at 4 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mark Kanakaris

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.
INSURANCE SALES: LIFE, ANNUITY, HEALTH, DISABILITY, 20 HRS/WK. CHEROKEE TAX GROUP TAX PLANNING AND PREPERATION 20 HRS/WK

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark A Kanakaris'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

January 17, 2018 - Present

KANAKARIS AND ASSOCIATES

Office #1: 222 Creekstone Ridge, Woodstock, GA 30188
RIA
CRD#: 285233
Woodstock, GA
Past

December 1, 2016 - December 31, 2017

KANAKARIS AND ASSOCIATES

RIA
CRD#: 285233
WOODSTOCK, GA
Past

May 16, 2013 - November 10, 2017

ROYAL FUND MANAGEMENT, LLC

RIA
CRD#: 144434
CANTON, GA
Past

April 23, 2013 - September 16, 2013

AMERICAN ELITE RETIREMENT

RIA
CRD#: 152499
WOODSTOCK, GA
Past

February 13, 2013 - April 5, 2013

HIGH STREET ASSET MANAGEMENT, LLC

RIA
CRD#: 154981
WOODSTOCK, GA
Past

September 28, 2012 - December 31, 2012

HIGH STREET ASSET MANAGEMENT, LLC

RIA
CRD#: 154981
WOODSTOCK, GA

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
Georgia
(1/17/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/1/2012
Uniform Investment Adviser Law Examination

Current Firm


KA
KANAKARIS AND ASSOCIATES
KANAKARIS AND ASSOCIATES

CRD#: 285233 / SEC#:

Georgia
Registered Investment Advisory firm - (1/16/2018 Approved)
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Contact information


Main Address
222 Creekstone Ridge, Woodstock, GA 30188
Mailing Address
Phone number
(678) 456-5400
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts101
AUM (Assets Under Management)$ 7,518,209

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


KANAKARIS AND ASSOCIATES

CRD#: 285233Woodstock, GA 30188

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