2450 St. Rose Pkwy, Suite 210
Henderson, NV 89074
702-888-3280
Connect with MarkFirm Start Year
2012
No.of Employees
5-9
CRD#
6040900
Firm CRD#
171991
Years of Experience in Financial Services
10
Number of Years with Current Firm
2
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
Korean
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Investment Advice & Management, Insurance Products & Annuities, Money Management
Registered Representative
Yes
Investment Advisor Representative
Yes
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
Securities Licenses
Series 6, Series 65, Series 63
Insurance and Annuity Licenses
Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life
Assets Managed by Firm
$105,000,000
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets