Advisor at Orion Financial Advisors
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Firm
Orion Financial Advisors
Location
Voorhees, NJ 08043
Credentials
Series 63, Series 66
Industry experience
18 years
Mark Ghazal is a financial advisor at Orion Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Morgan Stanley. Outside of his advisory role, he holds a 16% ownership stake in a family-held S corporation that operates a travel agency. Orion Financial Advisors provides discretionary wealth and portfolio management primarily for individual clients and trusts with an emphasis on non–high-net-worth households. The firm employs a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, utilizing diversified portfolios of low-cost ETFs, mutual funds, and occasionally individual securities.
Based on Orion Financial Advisors
$1 - $1,000,000: 2.0% $1,000,001 - $5,000,000: 1.5% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.40%
Account minimum: $1
141 Cooper Rd
Voorhees, NJ 08043
New Jersey
Orion Financial Advisors LLC
2024 - Present (2 years)
Merrill
2018 - 2024 (6 years)
Morgan Stanley Private Bank, N.A.
2016 - 2018 (2 years)
Morgan Stanley Smith Barney LlC
2016 - 2018 (2 years)
Merrill
2006 - 2016 (10 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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