Mark
Mckaig
Centurion Wealth Management
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About this Advisor
Mark Mckaig is a financial advisor who works in Mc Lean, Virginia with a total of 1 year of industry experience. Mckaig is currently employed by Centurion Wealth Management. Their career trajectory has included roles at Lara, May & Associates, LLC and Spire Investment Partners. Mckaig maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Virginia. Centurion Wealth Management is an advisory business headquartered in Mc Lean, VA. The firm has a total of 12 advisors. It manages $384 million in assets under management among its 386 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 386 accounts, 27% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Fees for financial advice are based on the type of financial services provided. However, fees charged by Centurion Wealth Management most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centurion Wealth Management Brokerage Details
$383,935,482
12
386
$994,652
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Mark Mckaig Work History
Mark has been registered as a financial advisor for 1 years.*
Spire Investment Partners
Lara, May & Associates, LLC
*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 Mckaig 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 Centurion Wealth Management
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
West Chester, PA
Dorset, VT
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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