Mark
Doughty
Spire Wealth Management, LLC
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About this Advisor
Mark Doughty is a certified financial planner working in Mc Lean, Virginia who has 5 years of relevant experience. Doughty is on the advisory team at Spire Wealth Management, LLC. Their career trajectory has included roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Suntrust Investment Services Inc, Suntrust Bank, Suntrust Advisory Services, Inc and Spire Investment Partners. Doughty maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Maryland and Virginia. Spire Wealth Management, LLC is a registered investment business that has its headquarters in Mc Lean, VA. It has offices in 45 locations and a total of 138 people on staff. It administers $4 billion in assets across its 14,882 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 35 charities and foundations. Of its 14,882 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules are based on the type of financial services offered. Fee types billed by Spire Wealth Management, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spire Wealth Management, LLC Brokerage Details
$3,880,542,514
138
14,882
$260,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Mark Doughty Work History
Mark has been registered as a financial advisor for 5 years.*
Spire Investment Partners
Suntrust Investment Services Inc
Suntrust Bank
Suntrust Advisory Services, Inc
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Doughty 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 Spire Wealth Management, LLC
Mc Lean, VA
Mc Lean, VA
Charlotte, NC
Mc Lean, VA
Newburgh, NY
Fort Lauderdale, FL
Alexandria, VA
Mc Lean, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
