J. Mark Livingston

Financial Advisor

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Education and Professional Affiliations 

  • Bachelor of Science in Accounting with honors from the University of North Carolina at Greensboro (1983)
  • Beta Gamma Sigma
  • Beta Alpha Psi (founding member)
  • Certified in production and inventory management through ASCM, the Association for Supply Chain and Operations Management


  • Securities: FINRA Series 7 & 66 Exams
  • Insurance: Life, Accident and Health; Medicare Supplement; Long-Term Care 

Community Affiliations

  • Member, Triangle Benefits Forum, Past Treasurer and Past President 
  • Member, Rotary Club of Raleigh, Past Treasurer 
  • Past Treasurer, Executive Committee Member, Make-A-Wish Foundation of Eastern NC 
  • Member, Triangle Chapter of ASCM, the Association for Supply Chain and Operations Management 
  • Member, Triangle Chapter of the North Carolina Association of CPAs


  • Married to Karen Livingston