Mark Chirgwin
Mark Chirgwin is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Medford, OR, with 31 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
2770 Biddle Road, Medford, OR, 97504
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Regulatory History
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 owns and manages commercial real estate through 94 Pines LLC, dedicating a significant amount of time to this venture. He also volunteers as Community Service Chair for the Medford Rotary Club, spending minimal time organizing volunteers.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations9 states
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