Mark Narby
Mark Narby is a registered investment advisor at Western New York Financial Group, LLC, based in Buffalo, NY, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 191 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. The fee is negotiable and varies based on the size of the account and type of securities held in the account.
Fee Estimator
Location
560 Delaware Avenue, Suite 102, Buffalo, NY, 14202
Get directionsHistory
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 ActivitiesSells Insurance
Mark brokers fixed annuities related to personal injury lawsuits, dedicating minimal time to this activity. He also brokers fixed annuities, long-term care, life, and health insurance, spending minimal time on this as well.
Employment History
Current Registrations
Western New York Financial Group, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.