Mark
Beaver

Benedict Financial Advisors, Inc

CRD#4509070
Investment Advisor
in Atlanta, GA
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About this Advisor

Mark Beaver is a certified financial planner based in Atlanta, Georgia. Currently a registered advisor at Benedict Financial Advisors, Inc, they have accrued 17 years of experience in the financial advisory industry. Beaver holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Beaver is registered to work with investors based out of Georgia and Michigan. Their career trajectory has included roles at Benedict Financial Advisors, Inc and Lpl Financial, LLC (Formerly: Linsco Private Ledger). Benedict Financial Advisors, Inc is headquartered in Atlanta, Georgia. In aggregate, Benedict Financial Advisors, Inc manages $254 million in assets dispersed across 571 accounts and employs six staff members. The amount of assets the firm manages places it among the mid-sized investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Benedict Financial Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses and publication of newsletters. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6000 Lake Forest Drive Suite 550
Atlanta, GA 30328

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Benedict Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$240,417,585

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

593

GA Average: 1,608
Average Account Size

$405,426

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Mark Beaver Work History

Mark has 17 years of experience.

2003 - Present (16 years)

Lpl Financial, LLC (Formerly: Linsco Private Ledger)

2001 - Present (18 years)

Benedict Financial Advisors, Inc

Disclosures

Mark Beaver has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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