Mark
Mcevily

Commonwealth Financial Network

CRD#6509428
Investment Advisor
in Dayton, OH

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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

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

35 Park Avenue
Dayton, OH 45419

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

OH Average: $16,012,751,954
Total Number of Employees

3,400

OH Average: 118
Total Number of Accounts

436,517

OH Average: 4,567
Average Account Size

$255,295

OH Average: $3,506,186

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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.

2016 - Present (6 years)

Commonwealth Financial Newtork

2015 - Present (7 years)

Jessup Wealth Management

2014 - Present (8 years)

Flyer Enterprises

2015 - 2015 (< 1 year)

Charles Schwab

2014 - 2014 (< 1 year)

Dhd Ventures

2012 - 2014 (2 years)

University Of Dayton Campus Recreation

2011 - 2012 (1 year)

Abercrombie And Fitch Co

2011 - 2011 (< 1 year)

Mark'S Pizzeria

2010 - 2013 (3 years)

Cobblestone Creek Country Club

Disclosures

Mark Mcevily has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Blake Stenzel
Great Falls, MT
Theodore Demers
Waltham, MA
Ray Massey
Newtown, PA
Ruth Hernandez
Scottsdale, AZ
Brian Mckinney
Columbia, MD
Joseph Edwins
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.

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