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Mark S. Cruise, ChFC®, CLU®, MBA

Mark S. Cruise, ChFC®, CLU®, MBA

Founder and Partner

“Empathy, Trust, Knowledge. Empathizing with my clients, allows me to step into their shoes and to fully understand where they are coming from and what is most important to them. This is the basis of earning my clients’ trust. Only from there can I use the knowledge and insight from my experiences to best suit their values, financial needs, wants and goals.” - Mark S. Cruise

 

Mark Cruise is a Partner and Founder of The Virtus Group and has more than 35 years of experience as a financial representative. He is a Chartered Financial Consultant and a Chartered Life Underwriter. He earned his bachelor’s degree and MBA from the University of Rhode Island.

 Mark was one of less than 2% of LPL Advisors named to the Chairman’s Council in 2019. This achievement is based on annual production among the firm’s advisors only. Mark has been awarded the Five Star Wealth Manager award annually since 2012.**   He is a member of the Rhode Island Association of Insurance and Financial Advisors. Mark formerly served six years on the Town of Narragansett Pension Board and two years on the University of Rhode Island Foundation Investment Committee.

Mark is a board Member on the New England Patriots Alumni Club and advises their “Football for You” clinic committee. He was elected to the University of Rhode Island Athletic Hall of Fame in 2002 and in 2013 was named one of URI’s top 50 football players of all time. In 2018, the University of Rhode Island Athletic Department awarded Mark its Distinguished Achievement award in recognition of his professional accomplishments and support of URI and its student athletes. Mark signed free agent professional football contracts with both the Dallas Cowboys and the New England Patriots.  He also served on the board for Edgewood Rhode Island Hockey Association.

Mark and his wife, Sue, reside in Rhode Island and have four wonderful children. Mark enjoys spending time with his family, watching New England sports, and volunteering in his community. He is particularly passionate about dedicating his time and resources to Unified Sports and Rhode Island Special Olympics.

His insurance licenses and investment registrations include: Life, Accident and Health Insurance;

Series 7 (General Securities Representative Examination), Series 6 (Investment Company Products/Variable Contracts Representative Examination, Series 22 (Direct Participation

Programs Representative), Series 24 (General Securities Principal Examination), Series 63 (Uniform Securities Agent State Law Examination) and Series 65 (Uniform Investment Advisor Law Examination), SIE (Securities Industry Essentials Examination), Securities registrations are held with LPL Financial.

 

**Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 ,2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Managers

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

 

https://finra.org/

https://www.sipc.org/

 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness.

 

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states AL, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VT, VA, WA, WI 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MS, OH, NC, NE, NH, NJ, NY, PA, RI, SC, TX, UT, VA, WI.

Contact

Tel: (401) 223-0500
Fax: (401) 223-0509
LPL: 1-800-877-7210

10 Memorial Blvd., Suite 903
Providence, RI 02903

mark@virtusgrp.com

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