Mark
Congdon
Horizon Financial
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About this Advisor
Mark Congdon is a financial advisor based in West Henrietta, New York, working with Horizon Financial. Mark has previously held positions at Cadaret, Grant & Co., Inc, The Horizon Group (Mark Congdon Cfs, Inc), Securities Services Network, Horizon Advisory Services, Inc, Securities America, Inc, and Private Client Services. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New York, North Carolina, Pennsylvania, South Carolina, and Texas. Currently, Mark is part of Horizon Financial, which operates out of West Henrietta, New York. The firm has 11 employees and manages assets totaling $422.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Horizon Financial includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Horizon Financial Brokerage Details
$422,810,005
11
1,460
$289,596
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Congdon Work History
Private Client Services
Horizon Advisory Services, Inc
The Horizon Group (Mark Congdon Cfs, Inc)
Securities America, Inc
Securities Services Network
Cadaret, Grant & Co., Inc
Disclosures
Please visit the SEC profile of Mark Congdon 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 Horizon Financial
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
West Henrietta, NY
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