Noah Mc Corkle
Advisor at KingsMark Private Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at KingsMark Private Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Albany, GA 31721
Credentials
Series 65
Industry experience
2 years
Noah Mc Corkle is a financial advisor at KingsMark Private Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the University of Georgia and the University of North Georgia. In addition to his advisory role, he operates as an independent insurance agent recommending life, disability, and long-term care insurance. KingsMark serves individual investors, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm offers financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis, asset-allocation models, and options and margin strategies when appropriate.
Based on KingsMark Private Financial Advisors, LLC
Based on KingsMark Private Financial Advisors, LLC
Based on KingsMark Private Financial Advisors, LLC
Fixed fees up to $10,000 for financial plans and consultations, negotiable
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.70% $4,000,001+: 0.50%
Insurance products sold by representatives may generate commissions, separate from advisory fees
Hourly rates up to $300 per hour for financial planning and consultation services
Minimum fee: Minimum fee of $250 for a financial plan charged as a fixed fee Fee-only: Financial planning fees charged as fixed fees up to $10,000 or hourly up to $300/hour (negotiable)
601 Pointe North Boulevard
Albany, GA 31721
Georgia
KingsMark Private Financial Advisors
2023 - Present (3 years)
University of Georgia
2021 - 2023 (2 years)
University of North Georgia
2019 - 2021 (2 years)
Unemployed
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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