Mark
Sofge

Piedmont Private Equity

CRD#3133659
Investment Advisor
in Atlanta, GA

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About this Advisor

Mark Sofge is a certified financial planner operating out of Atlanta, Georgia, who has 15 years of work experience. Sofge works at Piedmont Private Equity. Sofge has gained experience at Piedmont Private Equity, Yukon Property Consultants and Charleston Equity Partners LLC. Sofge maintains a Series 63 license, certifying them as a securities representative, and is approved to operate in Georgia. Piedmont Private Equity is a company that has its headquarters in Atlanta, Georgia.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

15 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Disclosures

Yes

Office Location

3475 Piedmont Road, Ne Suite 1125
Atlanta, GA 30305

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Piedmont Private Equity Brokerage Details

Total Number of Employees

8

GA Average: 58

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Investment Advisory Services

  • Other

Mark Sofge Work History

Mark has 15 years of experience.

2019 - Present (4 years)

Charleston Equity Partners LLC

2012 - Present (11 years)

Piedmont Private Equity

2007 - Present (16 years)

Yukon Property Consultants

Disclosures

Mark Sofge has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Piedmont Private Equity

Mark Sofge
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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