MS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$12.3M
Fee Structure
This document does not contain any fee information. Please refer to the firm's brochure for fee details.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
101A Foster Road, Moorestown, NJ, 08057
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is a licensed insurance agent offering non-variable insurance products through Innovative Benefit Planning LLC, dedicating nearly full-time hours to this activity. He is also a part owner of Innovative Properties, spending minimal time on this.
Employment History
Current Registrations
Innovative Investment Fiduciaries, LLC
March 2013 - Present · 12 yrs 10 mos
Previous Registrations
Main Street Financial Life Advisors, LLC
January 2023 - March 2023 · 2 mos
Main Street Financial Life Advisors, LLC
January 2022 - December 2022 · 11 mos
Main Street Financial Life Advisors, LLC
April 2008 - December 2021 · 13 yrs 8 mos
Tower Square Securities, INC.
May 2004 - December 2007 · 3 yrs 7 mos
Main Street Management Company
February 2003 - May 2004 · 1 yr 3 mos
Ws Griffith Securities, INC.
June 2002 - December 2002 · 6 mos
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.