Mark Rodriguez (CRD# 6377414) is an Investment Advisor Representative working at White River Capital, LLC in Anacortes, WA and has over 10 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 1069257
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ims, Inc. | Anacortes, WA | Jun 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- WA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$55,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
WA
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