MP
MP

Mark Philip Procknal

37 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,930 clients
Average Client Portfolio
$169K average
Assets Under Management
$326.6M

Fee Structure

Loading...

Location

400 Sterling Drive, Orchard Park, NY, 14127

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Mark provides investment advisory services through Silver Grove Advisory Services Inc. He dedicates about half of his time to this investment-related activity.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2021 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
March 1995 - Present · 30 yrs 11 mos
Previous Registrations
Princor Financial Services CorporationBroker
March 1991 - March 1995 · 4 yrs
Empire National Securities, IncorporatedBroker
June 1989 - March 1991 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
December 1987 - May 1989 · 1 yr 5 mos
State Registrations7 states
CAFLNCNJNYPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.