Mark
Narby
Western New York Financial Group, LLC
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About this Advisor
Mark Narby is a financial advisor based in Buffalo, New York, working with Western New York Financial Group, LLC. Mark has previously held a position at Next Financial Group Inc. Mark has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New York. Currently, Mark is part of Western New York Financial Group, LLC, which operates out of Buffalo, New York. The firm has 2 employees and manages assets totaling $73.7 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Western New York Financial Group, LLC includes asset-based, hourly, and fixed fees.
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Western New York Financial Group, LLC Brokerage Details
$73,666,167
2
160
$460,414
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mark Narby Work History
Next Financial Group Inc
Disclosures
Please visit the SEC profile of Mark Narby 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 Western New York Financial Group, LLC
Buffalo, NY
Buffalo, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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