Mark
Rossbach
Maryland Financial Group, Inc
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About this Advisor
Mark Rossbach is a financial advisor who works in Rockville, Maryland with 2 years of relevant experience. Rossbach works at Maryland Financial Group, Inc. Rossbach has gained experience at Metlife Securities, Inc, Mml Investors Services, LLC, Massmutual Life Insurance Company, Msi Financial Services, Inc, Maryland Financial Group, IncDbachesapeake Financial Planners and Lpl Financial LLC. Rossbach has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland. Maryland Financial Group, Inc is a business operating out of Rockville, MD. The firm has offices in 18 locations and a total of 40 people on staff. It manages $976 million in total assets across its 3,666 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 3,666 client accounts, 38% are held by high-net-worth investors who have greater than $1 million in investable assets. Maryland Financial Group, Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on which service is offered. However, fees charged by Maryland Financial Group, Inc can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$975,955,345
40
3,666
$266,218
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Rossbach Work History
Mark has been registered as a financial advisor for 2 years.*
Maryland Financial Group, IncDbachesapeake Financial Planners
Lpl Financial LLC
Mml Investors Services, LLC
Massmutual Life Insurance Company
Metlife Securities, Inc
Msi Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Rossbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Maryland Financial Group, Inc
Rockville, MD
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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