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Mark Garrard

1 Year of Experience
Philadelphia, PA
BrokerSells Insurance

Mark Garrard is a registered investment advisor, based in Philadelphia, PA, with 1 years of industry experience.

Location

1717 Arch Street, Suite 330, Philadelphia, PA, 19103

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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 a financial consultant for Florida Financial Advisors and sells fixed insurance through Florida Financial Insurance, dedicating a few hours per week to insurance sales. He also works as a math mentor for National Math Stars, spending about 10-20% of his time tutoring.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
June 2025 - Present · 11 mos
Florida Financial Advisors, LLC
December 2024 - Present · 1 yr 5 mos
State Registrations3 states
FLPATX
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 Garrard - Financial Advisor | TrueAdvisor