CERTIFIED FINANCIAL PLANNER™ Professional
Insurance Agent, Registered Representative, Southern Financial Consultants
Mark Busby received his Bachelor of Science Degree, with a concentration in Computer Science, in May 1992, from Berry College. He later received his Master of Science Degree from Georgia State University in December 1997.
Mark has over 20 years experience in the Tax Industry having begun his career as a programmer for Universal Tax Systems in 1991. He moved on to become the director of IT and later TaxWise development manager. In June of 2001 he became Director of IT for the City of Rome, Georgia. Later in January of 2004 he became CTO of eTax, Inc.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Mark currently holds General Securities (Series 7) and NASAA Uniform Investment Adviser Law (Series 66) registrations with FINRA in the states of Georgia, Alabama, and Tennessee.
Additionally, he holds Georgia, Alabam, and Tennesse Insurance Producers Licenses for Life, Accident and Health Insurance, Property & Causality Insurance, Long Term Care, and Variable Annuity products.
In September of 2009, he and Jeff Barnette started Big Tax, Inc. They later purchased Mills Bookkeeping and Tax in Rome, GA and Precise Bookkeeping and Tax of Taylorsville, GA. In 2013 Big Tax, Inc. acquired the assets of Ace Insurers and Express Tax Refund of Rome.
In the spring of 2014, Big Tax, Inc. was renamed to Coosa Valley Financial Group, Inc. All offices now offer Accounting, Bookkeeping, Payroll, Tax services, and Property and Casualty Insurance. All services are now offered under one corporate name.
Registered Representative of and securities offered through Signator Investors, Inc. Member FINRA/SIPC. 10500 N.E. 8th Street, Suite 720, Bellevue, WA 98004, 800-469-7667. Southern Financial Consultants, Inc. and Signator Investors, Inc. are unaffiliated.
Coosa Valley Financial Group, Mills & Associates, Ace Total Solutions, Ace Insurers, Express Tax Refund of Rome, or Precise Bookkeeping and Tax are not registered broker/dealers or independent investment advisory firms.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 75,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.