Mark Raymond Pinardi

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 11/2022
  Lincoln Financial Advisors
  Longboat Key, FL
• 11/2022 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 11/2022 → Present
  J.W. Cole Advisors, Inc
  Tampa, FL

Previous Registrations

• 2009-03-13 → 2022-11-22
  Osaic Fa, Inc.
  Jamaica Plain, MA
  Waltham, MA
  Fort Wayne, IN
  Waltham, MA
  Longboat Key, FL
• 2005-11-01 → 2009-05-29
  Osaic Fs, Inc.
  Jamaica Plain, MA
  Waltham, MA

Other Businesses

(1) Vanhorenbeck Financial Group; DBA; Investment related; 3001 Countryside Blvd, Clearwater, FL 33761; DBA for securities and insurance; Financial Professional; Start 11/21/2022; 80 hrs/mo, 48 hrs/mo during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-06
• S63 Uniform Securities Agent State Law Examination
  1998-06-22

Other Names

• Mark R Pinardi