Mark Millar Email and Phone Number
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Mark Millar personal email
Mark Millar phone numbers
I am a wealth manager at Symphony Financial Services specializing in risk management of client assets. My relationship with clients starts with a discovery process which helps me find and understand what each person and family wants their money to do for them. I believe the most important question every client must ask themselves of their investments is, "What do I want my money to do for me ?" Once this question is answered we can develop a balanced plan that can work towards these goals for both the individual and their family.I have gathered a significant amount of experience from over 30 years in the industry. I have developed a strong understanding of the field as well as expertise in risk management. I attended The Ohio State University where I earned my Bachelor's Degree in Business Administration & Finance.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Symphony Financial Services, a registered investment advisor and separate entity.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, MI, MO, OH.Security registrations 6, 63, 7 held through LPL Financial. Security registration 65 held through Symphony Financial Services.
Symphony Financial Services, Inc.
View- Website:
- symphony-financial.com
- Employees:
- 13
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Financial AdvisorSymphony Financial Services, Inc. May 2020 - PresentAkron, Ohio, United States
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Vice President - Investment OfficerWells Fargo Advisors Sep 2016 - May 2020Cleveland/Akron, Ohio Area"Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLCMember FINRA/SIPC".
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Vice President - InvestmentsRobert W. Baird & Co. 2004 - 2016
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Vice President - InvestmentsWachovia Securities 1989 - 2004
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Vice President - InvestmentsE.F. Hutton 1986 - 1989
Mark Millar Skills
Mark Millar Education Details
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The Ohio State UniversityFinance
Frequently Asked Questions about Mark Millar
What company does Mark Millar work for?
Mark Millar works for Symphony Financial Services, Inc.
What is Mark Millar's role at the current company?
Mark Millar's current role is Financial Advisor at Symphony Financial Services, Inc..
What is Mark Millar's email address?
Mark Millar's email address is ma****@****ors.com
What is Mark Millar's direct phone number?
Mark Millar's direct phone number is +133066*****
What schools did Mark Millar attend?
Mark Millar attended The Ohio State University.
What are some of Mark Millar's interests?
Mark Millar has interest in Family, Investing, Politics, Gardening, Planning, Polictics, Dogs, Golf, Financial Planning, History.
What skills is Mark Millar known for?
Mark Millar has skills like Mutual Funds, Investments, Stocks, Risk Management, Asset Allocation, Estate Planning, Financial Services, Retirement Planning, Finance, Strategic Planning, Alternative Investments, Personal Financial Planning.
Who are Mark Millar's colleagues?
Mark Millar's colleagues are Steven Smetana, Crpc®, Linda Powell, Logan Brady, Pari Mp, Corrie Lute, Marisa Yoby (Gross), Stephen Smith.
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Mark Millar
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Mark Millar
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