wiseradvisor

Mark Drake Sr.
Primerica Advisors

Tel: (269) 329-0010
536 Romence Rd.
Suite 105
Portage, MI 49024
Primerica Advisors | Financial Advisor in Portage ,MI

About Primerica Advisors

Our family has been dedicated to serving the people of West Michigan since 1985. We love getting to know you personally and learning what you value the most so that we can design a financial plan that best represents those values. Our advisory team represents a wide range of backgrounds who serve our community not because it's our job, but because we truly have a passion for leading our clients through the phases of their financial life with confidence instead of fear."


General Information

States Licensed in:   All
Number of Years with Current Firm:   35
I work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations


Services

Investment Types:   Insurance, Annuities, Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, Via phone, At my office, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Annuity, Annuity


Firm Information

Assets Managed by Advisor:   $90 Million


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Mark Drake Sr.

Mark Drake Sr.

Mark was born and raised in the small town of Three Rivers, Michigan. It was there that he met and married his high school sweetheart, Ann. While working full time for his father's company, Drakes Fuel Service, he simultaneously worked to build the foundation of what would become a lifelong passion and career as a Financial Advisor. For 35 years, he has continued to stay educated and committed to providing his clients with cutting edge financial tools and the highest quality of personal service. Mark, alongside his support staff and dedicated team of advisors, has led countless local families to and through a successful retirement while helping them navigate the challenges that tend to go along with it. Mark's children, Abigail & Mark Jr. have both joined the family business. Today, Mark & Ann reside in Lawton, Michigan.

My Team

Mark Drake Jr
Mark Drake Jr Financial Advisor
Mark was born and raised in Southwest Michigan. Having grown up in a world shaped by the events of September 11 2001, Mark felt called to serve his country. Upon graduating from high school, he joined the US Army where he served as a paratrooper and non-commissioned officer in the 173rd Airborne Brigade Combat Team and the 82nd Airborne Division for 8 years. After being honorably discharged from service, Mark still had a desire to help others and be part of something greater than himself. He fel ...more

Abby Linninger
Abby Linninger Financial Advisor
Abby has been around the financial industry since birth, but officially started with the company in 2005. She graduated from Hope College and married her high school sweetheart. They now live with their two boys in Byron Center and serve clients around West Michigan. Abby has a passion for coming alongside families and working together to make their financial dreams a reality. She also specializes in teaching a wide range of important financial concepts in a group setting for businesses and nonp ...more