Mark
Shevlin
Flagship Harbor Advisors, LLC
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About this Advisor
Mark Shevlin is a financial advisor based in Queensbury, New York, working with Flagship Harbor Advisors, LLC. Mark has previously held positions at Citizens Securities, Inc, Flagship Harbor Advisors, LLC, and Lpl Financial. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Mark is part of Flagship Harbor Advisors, LLC, which operates out of Queensbury, New York. The firm has 36 offices and 58 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Flagship Harbor Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flagship Harbor Advisors, LLC Brokerage Details
$2,448,936,619
58
12,625
$193,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Mark Shevlin Work History
Flagship Harbor Advisors, LLC
Lpl Financial
Citizens Securities, Inc
Disclosures
Please visit the SEC profile of Mark Shevlin 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 Flagship Harbor Advisors, LLC
Boston, MA
Boston, MA
Boston, MA
Yarmouth, ME
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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