Mark A. Primeau

PRIMEAUMAYER FINANCIAL

Manassas, VA 20109

Some features on this profile are disabled

CRD#: 7071270

Professional summary

Mark Allen Primeau is a registered financial advisor currently at PRIMEAUMAYER FINANCIAL located in Manassas, Virginia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Mark has worked at 2 firms and has passed the Series 65 exam.

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.

PrimeauMayer Agency LLC 12119 KATHLEEN CT UNIONVILLE, VA 22567 SINCE 09/2019 Managing Member LIFE AND HEALTH INSURANCE AGENT ASSIST HIGH NET WORTH INDIVIDUALS AND BUSINESS OWNERS WITH FINANCIAL ANALYSIS AND PLANNING NOT INVESTMENT RELATED Approximately 10 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Allen Primeau'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 30, 2020 - Present

PRIMEAUMAYER FINANCIAL

Office #1: 7900 Sudley Road Suite 806, Manassas, VA 20109

RIA

CRD#: 306259

Manassas, VA

Past

May 16, 2019 - January 17, 2020

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

UNIONVILLE, VA

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

Texas
(7/18/2023)

IAR

Virginia
(1/30/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/3/2019

Uniform Investment Adviser Law Examination

Current Firm

PRIMEAUMAYER FINANCIAL

PRIMEAUMAYER ADVISORS LLC | PRIMEAUMAYER FINANCIAL

CRD#: 306259 / SEC#:

Texas

Registered Investment Advisory firm - (7/18/2023 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (1/30/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7900 Sudley Road Suite 806, Manassas, VA 20109

Mailing Address

Phone number

(571) 252-7111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 31,302,528

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.

Similar Advisors

Martha Linsley

MORGAN STANLEY & CO. LLC

NEW YORK, NY

Robert Armendariz

EAGLE STRATEGIES LLC

IAR

SAN ANTONIO, TX

Ryan Capatosto

FSC SECURITIES CORPORATION

ATLANTA, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark A. Primeau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Allen Primeau's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIMEAUMAYER FINANCIAL

VIRTUE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2019

Current Firm

PRIMEAUMAYER FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIMEAUMAYER FINANCIAL

TRUST BUT VERIFY

Similar Advisors