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Mark E

Series 63, Series 65

Delray Beach, FL

Commonwealth Financial Network

Mark Egidio is a financial advisor with Commonwealth Financial Network in Delray Beach, FL, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has managed Egidio Lennon Wealth Management, LLC since 2005 and previously worked at Teachers Financial Advisory Services, LLC. Outside of his advisory work, he serves as president and director of a private real estate holding company that owns his branch’s building. Commonwealth Financial Network is a nationally registered broker/dealer and investment adviser supporting approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, allowing advisors to implement portfolios through both internal model portfolios and external platforms.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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