MH
Mark R. Holdwick
THE MONITOR GROUP
Martinez, GA 30907
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CRD#: 7425613
MH
Professional summary
Mark Robert Holdwick Jr., CFP®, who also goes by Mark Robert Holdwick, is a registered financial advisor currently at THE MONITOR GROUP, INC. located in Martinez, Georgia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mark has worked at 1 firm .
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Tax Planning
Retirement Planning
Education Planning
Budgeting
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Mark Robert Holdwick
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 Robert Holdwick Jr.'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®
CFP®
Start date: 2021
Experience
Current
August 18, 2021 - Present
THE MONITOR GROUP, INC.
Office #1: 534 Blackburn Drive, Martinez, GA 30907RIA
CRD#: 126576
Martinez, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
THE MONITOR GROUP, INC.
THE MONITOR GROUP, INC.
CRD#: 126576 / SEC#: 801-121908
RIA
Registered Investment Advisory firm - (7/29/2021 Approved)Georgia
Registered Investment Advisory firm - (7/7/2022 Terminated)South Carolina
Registered Investment Advisory firm - (11/19/2021 Terminated)Tennessee
Registered Investment Advisory firm - (11/19/2021 Terminated)Texas
Registered Investment Advisory firm - (6/14/2022 Terminated)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(8/23/2021)
IAR
Texas(8/18/2021)
Exams
Current Firm
THE MONITOR GROUP, INC.
THE MONITOR GROUP, INC.
CRD#: 126576 / SEC#: 801-121908
RIA
Registered Investment Advisory firm - (7/29/2021 Approved)Georgia
Registered Investment Advisory firm - (7/7/2022 Terminated)South Carolina
Registered Investment Advisory firm - (11/19/2021 Terminated)Tennessee
Registered Investment Advisory firm - (11/19/2021 Terminated)Texas
Registered Investment Advisory firm - (6/14/2022 Terminated)PREMIUM
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Contact information
Main Address
534 Blackburn Drive, Martinez, GA 30907
Mailing Address
Phone number
(706) 854-8040
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 653 |
| AUM (Assets Under Management) | $ 154,440,960 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE MONITOR GROUP, INC.
CRD#: 126576Martinez, GA 30907TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
