Mark Millar Email & Phone Number

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.

Listed skills include Mutual Funds, Investments, Stocks, Risk Management, and 15 others.

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  The Ohio State University

  Finance