Advisor at Oak Grove Capital, LLC
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Firm
Oak Grove Capital, LLC
Location
Holderness, NH
Credentials
Series 63, Series 65
Industry experience
15 years
Mark Visnic is a financial advisor at Oak Grove Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oak Grove Capital since 2012. Oak Grove Capital, LLC provides discretionary portfolio management and tailored investment advice to individuals, high net worth clients, and business entities through separately managed accounts. The firm employs fundamental, technical, and sentiment analysis combined with routine use of derivatives and options strategies, offering a low-volatility allocation designed to reduce risk relative to the S&P 500.
Based on Oak Grove Capital, LLC
1.2% annually
Account minimum: $1,000,000 Fee-only: Fee-only investment management services
Holderness, NH
Massachusetts · New Hampshire · New York · Pennsylvania · Texas
Oak Grove Capital, LLC
2012 - Present (14 years)
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Series 63, Series 65
Center Sandwich, NH
Engels Investment Advisors, LLC
Series 65
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Dwight Investment Counsel
PFS™, Series 63
Moultonborough, NH
Greene & Company Financial Services LLC
CFP®, Series 65
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Willow Planning Group, LLC
CFA®, Series 63
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Aventus Investment Advisors, Inc.
Series 63, Series 66
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Mariner
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