Registered Principal @ Lowcountry Advisor Services (July 2015 - January 2018)
Investment Advisor Representative @ New England Securites (July 2007 - February 2011)
Assoc. Vice President @ Morgan Keegan (March 2002 - February 2007)
Sales Trader @ SLL, Inc. (February 2001 - March 2002)
Trading Clerk @ Levine Securites, Inc. (May 1998 - February 2001)
Mark Fell Education
Darla Moore School of Business at the University of South Carolina
Bachelor's of Science (Finance, Business Administration)
1995-1997
Mark Fell Skills
Alternative Investments
Asset Allocation
Asset Managment
Employee Benefits
Estate Law
Financial Advisory
Financial Services
Insurance
Investment Advisory
Investments
Mutual Funds
Portfolio Management
Retirement
Retirement Planning
Securities
Series 24
Series 63
Series 7
Succession Planning
Uniform Combined State Law
Wealth Management
Mark Fell Summary
Mark Fell, based in Mount Pleasant, SC, US, is currently a Founder and Financial Advisor at Conte Fell Advisors (formerly Clayton Fell Advisors). Mark Fell brings experience from previous roles at Cetera Advisors LLC, Lowcountry Advisor Services, New England Securites and Morgan Keegan. Mark Fell holds a 1995 - 1997 Bachelor's of Science in Finance, Business Administration @ Darla Moore School of Business at the University of South Carolina. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Managment, Employee Benefits, Estate Law and more. Mark Fell has 1 mobile phone numbers on RocketReach.
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