Unclaimed Profile

Mark Rudd Fonville

FONVILLE WEALTH MANAGEMENT LLC·RICHMOND, Virginia

SIE, Series 7, Series 66CFPClean record24 years registeredFONVILLE WEALTH MANAGEMENT LLC

8001 FRANKLIN FARMS DRIVE, RICHMOND, VA 23229CRD# 4475793Firm CRD# 155221

Profile Verification

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

Identity

Mark Rudd Fonville · RICHMOND, VA

Registration

CRD #4475793 · FONVILLE WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

COVENANT WEALTH ADVISORS

Apr 2018 – present

LWI FINANCIAL INC.

Oct 2007 – Apr 2018

RICHMOND, VA

WACHOVIA SECURITIES, LLC

Nov 2003 – Oct 2007

GLEN ALLEN, VA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jan 2002 – Jul 2003

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 1, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FONVILLE WEALTH MANAGEMENT LLC

CRD 155221 · SEC 801-114868

AUM

$496M

Regulatory assets under management

Employees

1,023 client accounts

Services offered by FONVILLE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FONVILLE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Mark Rudd Fonville offer?

Mark Rudd Fonville specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Mark Rudd Fonville's credentials?

Mark Rudd Fonville holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Rudd Fonville located?

Mark Rudd Fonville is based in RICHMOND, Virginia, working with FONVILLE WEALTH MANAGEMENT LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Mark Rudd Fonville charge for services?

Mark Rudd Fonville'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 FONVILLE WEALTH MANAGEMENT LLC?

FONVILLE WEALTH MANAGEMENT LLC has approximately 9 employees and manages $496M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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