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Mark Harrie

21 Years of Experience
Muskegon, MI
BrokerSells Insurance

Mark Harrie is a registered investment advisor, based in Muskegon, MI, with 21 years of industry experience.

Location

794 Pine St., Ste. 210-5, Muskegon, MI, 49442

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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.

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Other Business ActivitiesSells Insurance

Mark is an independent insurance agent for various companies since 2020, dedicating a few hours per week. He is also an advisory representative of a registered investment advisor and an investment advisor representative with Accession Financial Group, taking nearly full-time. Additionally, Mark is the president of Pinebrook Park Homeowners Association.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Cambridge Investment Research Advisors, INC.
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
July 2017 - September 2020 · 3 yrs 2 mos
Cetera Investment Services LLCBroker
July 2017 - September 2020 · 3 yrs 2 mos
Fifth Third Securities, INC.
June 2008 - August 2017 · 9 yrs 2 mos
Fifth Third Securities, INC.Broker
June 2008 - August 2017 · 9 yrs 2 mos
Raymond James & Associates, INC.Broker
January 2007 - June 2008 · 1 yr 5 mos
Thrivent Investment Management INC.Broker
June 2006 - January 2007 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2005 - May 2006 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2005 - May 2006 · 1 yr 4 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Mark Harrie - Financial Advisor | TrueAdvisor