Unclaimed Profile

Mark O'neal Stinson

FINANCIAL ADVANTAGE INC·COLUMBIA, Maryland

Series 7, Series 66Clean record24 years registeredFINANCIAL ADVANTAGE INC

10211 WINCOPIN CIRCLE, COLUMBIA, MD 21044-3308CRD# 4541132Firm CRD# 104610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark O'neal Stinson · COLUMBIA, MD

Registration

CRD #4541132 · FINANCIAL ADVANTAGE INC · 24 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Aug 2023 – present

FAI WEALTH MANAGEMENT

Feb 2015 – Dec 2023

COLUMBIA, MD

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Jul 2012 – Feb 2015

COLUMBIA, MD

BALTIMORE WASHINGTON FINANCIAL ADVISORS INC

Sep 2004 – Aug 2012

COLUMBIA, MD

AXA ADVISORS, LLC

Jul 2002 – Jul 2004

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL ADVANTAGE INC

CRD 104610 · SEC 801-31624

AUM

$283M

Regulatory assets under management

Employees

672 client accounts

Services offered by FINANCIAL ADVANTAGE INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ADVANTAGE INC →

Introduction

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Frequently Asked Questions

What services does Mark O'neal Stinson offer?

Mark O'neal Stinson specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are Mark O'neal Stinson's credentials?

Mark O'neal Stinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark O'neal Stinson located?

Mark O'neal Stinson is based in COLUMBIA, Maryland, working with FINANCIAL ADVANTAGE INC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Mark O'neal Stinson charge for services?

Mark O'neal Stinson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ADVANTAGE INC?

FINANCIAL ADVANTAGE INC has approximately 8 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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