Advisors

bobcoady@wealthmark.com

Advisor

Robert J. Coady

Year Born: 1968

Business Background:

02/2013 – Present:

Owner & Investment Advisor, WealthMark Advisory Group

02/1991 – Present:

Owner & Insurance Agent, WealthMark Financial & Insurance Services, Inc.

03/1991 – 02/2013:

Advisor, Walnut Street Securities, Inc.

Passed Exams: 

Series 6, Investment Company Products/Variable Contracts Limited Representative Examination (1991)

Series 7, General Securities Representative Examination (1994)

Series 24, General Securities Principal Examination (2004)

Series 63, Uniform Securities Agent Laws (1991)

Series 65, Uniform Investment Adviser Law Examination (1996)

Other Businesses in Which This Advisory Firm or its Personnel are Engaged

Robert J. Coady is an independent insurance agent and has an established insurance agency:  WealthMark Financial & Insurance Services, Inc.

 

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