Mark Zacek (CRD# 6013028) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 12 years of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Investment | Fort Washington, PA | Jun 2020 - Current | 3 |
Capital Analysts | Fort Washington, PA | Jun 2020 - Current | 3 |
Greenfield Savings Bank | Amhearst, MA | May 2019 - May 2020 | 1 |
Infinex Investments, Inc. | Meriden, CT | May 2019 - May 2020 | 1 |
Raymond James Financial Serfvices, Inc. | Northampton, MA | Oct 2017 - May 2019 | 1 |
Raymond James Financial Services Advisors Inc. | Northampton, MA | Oct 2017 - May 2019 | 1 |
Insurance | Northampton, MA | Oct 2017 - May 2019 | 1 |
Mid Atlantic Financial Management, Inc. | Pittsburgh, PA | Jul 2017 - Sep 2017 | < 1 |
Mid Atlantic Capital Corporation | Wilbraham, MA | Mar 2016 - Sep 2017 | 1 |
Gaudreau Wealth New England | Wilbraham, MA | Mar 2015 - Sep 2017 | 2 |
Mml Investors Services | Wilbraham, MA | Jan 2012 - Mar 2016 | 4 |
Mass Mutual Life Insurance Company | Wilbraham, MA | Oct 2011 - Feb 2016 | 4 |
Charter Oak Financial Services | Holyoke, MA | Oct 2011 - Mar 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2012 |
S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- MA
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Total Assets Under Management7,096MILLIONS
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Total Number of Accounts22,363ACCOUNTS
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Average Account Value$317,306
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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