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Mark William Starner

Investment adviser representative at Ned Davis Research, Inc.
18 yearsExperience
1 stateRegistered in
$2.2MFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

HourlySubscriptionFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting
  • Market timing
  • Seminars and workshops

Experience

18 years in the industry.

  1. Ned Davis Research, Inc.Jul 2025 to now
  2. Northcoast Research Partners, LLCSep 2023 to Jun 2025
  3. Rosenblatt SecuritiesMar 2022 to Aug 2023
  4. Wolfe Research SecuritiesJun 2018 to Mar 2022
  5. Raymond James & Associates, Inc.Jun 2008 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (GA).

Ned Davis Research, Inc.

$2.2MAssets managed
1,577Clients
17Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4257677
Firm CRD
112260
Advisor's SEC record (opens in a new tab)
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