Mark
Mcevily
Commonwealth Financial Network
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
About this Advisor
Mark Mcevily is a financial advisor whose office is in Dayton, Ohio. Currently a registered investment advisor at Commonwealth Financial Network, Mcevily has 10 years of professional experience in the financial advisory industry. Mcevily has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Mcevily is registered to act as a financial advisor in Ohio. Over the course of their career, they have held roles at Jessup Wealth Management, Flyer Enterprises, Charles Schwab, University Of Dayton Campus Recreation, Dhd Ventures, Cobblestone Creek Country Club, Abercrombie And Fitch Co, Mark'S Pizzeria and Commonwealth Financial Newtork. Commonwealth Financial Network is based out of Dayton, Ohio, and operates out of 1,090 additional locations in the United States. Overall, Commonwealth Financial Network oversees $111 billion in assets covering 436,517 accounts and employs more than 3,400 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Commonwealth Financial Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Commonwealth Financial Network Brokerage Details
$111,440,393,319
3,400
436,517
$255,295
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Mcevily Work History
Mark has 10 years of experience.
Commonwealth Financial Newtork
Jessup Wealth Management
Flyer Enterprises
Charles Schwab
Dhd Ventures
University Of Dayton Campus Recreation
Abercrombie And Fitch Co
Mark'S Pizzeria
Cobblestone Creek Country Club
Disclosures
Mark Mcevily has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
Great Falls, MT
Waltham, MA
Newtown, PA
Scottsdale, AZ
Pittsburgh, PA
Columbia, MD
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.