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Noah Windsor Mccorkle

Kingsmark Private Financial Advisors, LLC

Albany, GA

CRD 7842286

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Employer firm

Kingsmark Private Financial Advisors, LLC CRD 146655

$406M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Kingsmark Private Financial Advisors, Llc

601 Pointe North Boulevard, Albany, GA 31721 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-01-25
  • GA RA
    APPROVED
    Since 2024-01-25

Branch Locations

601 Pointe North Boulevard, Albany, GA 31721 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Georgia Athens GA 08/2021 08/2023
Unemployed Albany GA 01/2014 08/2019
Kingsmark Private Financial Advisors Albany GA 10/2023 Present
University Of North Georgia Watkinsville GA 08/2019 08/2021
  • 08/2021 → 08/2023
    University Of Georgia
    Athens, GA
  • 01/2014 → 08/2019
    Unemployed
    Albany, GA
  • 10/2023 → Present
    Kingsmark Private Financial Advisors
    Albany, GA
  • 08/2019 → 08/2021
    University Of North Georgia
    Watkinsville, GA
Other Businesses

INDEPENDENT INSURANCE AGENT FOR VARIOUS COMPANIES, NON-INVESTMENT RELATED, SOLE-PROPRIETOR, P.O. BOX 70998, ALBANY, GA 31708. NATURE: INSURANCE AGENT. SINCE APRIL 2024, 8 HOURS PER MONTH, 8 HOURS PER MONTH DURING TRADING HOURS. DUTIES: RECOMMEND SALE OF LIFE, DISABILITY, AND LONG TERM CARE INSURANCE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-01
  • S65 Uniform Investment Adviser Law Examination
    2023-12-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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