Mark Millar Email & Phone Number
Financial Advisor @ Symphony Financial Services, Inc.
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Mark Millar Location
- Akron, OH, US
Mark Millar Work
- Financial Advisor @ (May 2020 - Present)
- Vice President - Investment Officer @ Wells Fargo Advisors (September 2016 - May 2020)
- Vice President - Investments @ Robert W. Baird & Co. (January 2004 - January 2016)
- Vice President - Investments @ Wachovia Securities (January 1989 - January 2004)
- Vice President - Investments @ E.F. Hutton (January 1986 - January 1989)
Mark Millar Education
- The Ohio State University
BS/Business Admin (Finance)
Mark Millar Skills
- Mutual Funds
- Risk Management
- Retirement
- Stocks
- Personal Investment Planning
- Strategic Planning
- Finance
- Strategic Financial Planning
- Alternative Investments
- Asset Allocation
- Management
- Financial Planning
- Financial Services
- Series 7
- Series 63
- Estate Planning
- Investments
- Retirement Planning
- Wealth Management
- Portfolio Management
- Investment Advisory
- Discovery Process
- Personal Financial
- Personal Financial Planning
- Strategic Financial
Mark Millar Summary
- Mark Millar, based in Akron, OH, US, is currently a Financial Advisor at Symphony Financial Services, Inc.. Mark Millar brings experience from previous roles at Wells Fargo Advisors, Robert W. Baird & Co., Wachovia Securities and E.F. Hutton. Mark Millar holds a BS/Business Admin in Finance @ The Ohio State University. With a robust skill set that includes Mutual Funds, Risk Management, Retirement, Stocks, Personal Investment Planning and more. Mark Millar has 1 emails and 2 mobile phone numbers on RocketReach.
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