MARK SAUNDERS has been a Certified Financial Planner™ since 1983. He holds the following licenses:
- Series 7 General Securities Representative
- Series 24 General Securities Principal
- Series 27 Financial and Operations Principal
- Series 63 Uniform Securities Agent State Law
- Series 65 Uniform Investment Adviser Law
He is licensed to work with investors who live in Virginia, North Carolina, South Carolina, New York and Arizona.
Mark received his bachelor's degree from Averett University. He went on to earn a master's of science degree from Virginia Commonwealth University and a master's of public administration degree from the University of Southern California.
Before forming Saunders Retirement Advisors in 1985, Mark worked as a registered representative for Wheat First Securities and Dean Witter Reynolds in Richmond. Mark ran Saunders Retirement Advisors as a broker-dealer until 2012, when he chose Summit Brokerage of Boca Raton, FL, to provide broker-dealer services for his company. His reason: he’d rather spend time with clients than with regulators.
Mark grew up on a farm in Halifax County, VA, but has lived in Richmond since 1975. He has served the community for many years through Rotary, ICFP (The Institute of Certified Financial Planners), IAFP (The International Association of Financial Planners) and FPA (The Financial Planning Association). In his spare time, he enjoys boating on Swift Creek Reservoir with his wife, Linda, watching college football and playing '60s music on his collection of vintage guitars.
Check out the background of this investment professional on FINRA's BrokerCheck.