MC
Mark Coffey
from Summit Financial Strategies Inc
Mark Coffey is a financial advisor based in Ohio, Columbus,
with 34 years of experience. Mark currently works for
Summit Financial Strategies Inc.
Mark maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mark Coffey works at Summit Financial Strategies Inc
Summit Financial Strategies Inc is a financial advisory firm based in Columbus, Ohio. It currently has approximately $1,335,676,374 of assets under management and employs about 30 people. Summit Financial Strategies Inc uses a fee structure of a percentage of assets under your management and financial planning fee calculated on total net worth.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
11 years
Fee structure
A percentage of assets under your management and financial planning fee calculated on total net worth
Office location
4111 Worth Ave., #510, Columbus, Ohio, 43219
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