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About this Advisor
Mark Paccione is a certified financial planner and chartered financial analyst working out of Raleigh, North Carolina, with 13 years in the industry. Paccione is an advisor for Captrust. Over the course of their career, they have held roles at Capfinancial Securities, LLC and Captrust. Paccione holds a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in North Carolina. Captrust is a firm that has its headquarters in Raleigh, North Carolina. It has offices in 34 locations and a total of 412 people on staff. It administers $274 billion in assets under management among its 16,305 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 74 charitable organizations. Of its 16,305 customer accounts, just 8% are held by high-net-worth individuals who have more than $1 million in investable assets. Captrust offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial management depend on which services the firm provides the client. Fees billed by Captrust likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Mark Paccione Work History
Mark has 13 years of experience.
Capfinancial Securities, LLC
Mark Paccione has no disclosures.
Please visit their SEC profile for more details.