Mark
Robeson
Captrust
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About this Advisor
Mark Robeson is a financial advisor based in Charlotte, North Carolina, working with Captrust. Mark has previously held positions at Irongate Partners, Inc, Capital Investment Group, Inc, Irongate Investment Management, LLC, Hightower Securities, LLC, Hightower Advisors, LLC, Guard Capital Partners, LLC, Compass Securities Corporation, Tobin & Co Securities, and Capfinancial Partners LLC (Captrust). Mark has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Mark is part of Captrust, which operates out of Charlotte, North Carolina. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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 Robeson Work History
Capfinancial Partners LLC (Captrust)
Compass Securities Corporation
Guard Capital Partners, LLC
Tobin & Co Securities
Hightower Securities, LLC
Hightower Advisors, LLC
Irongate Partners, Inc
Capital Investment Group, Inc
Irongate Investment Management, LLC
Disclosures
Please visit the SEC profile of Mark Robeson 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 Captrust
Lone Tree, CO
Sanford, NC
Houston, TX
Boerne, TX
San Antonio, TX
San Antonio, TX
Birmingham, AL
Phoenix, AZ
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