Mcclain Marks (CRD# 7401286) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.
CRD# 4992131
Stifel, Nicolaus & Company, Incorporated
CRD# 2803401
Harbor Light Planning
CRD# 4718596
Law Office Of Kevin Adams, Pllc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Asset Mangement | San Francisco, CA | Aug 2023 - Current | < 1 |
| Concorde Investment Services | Livonia, MI | Mar 2023 - Current | 1 |
| Sequent Real Estate + Wealth Management | San Francisco, CA | Aug 2021 - Current | 2 |
| University Of California | Berkeley, CA | Aug 2016 - Aug 2021 | 5 |
| Sodoi Coffee Tasting House | Berkeley, CA | Jan 2018 - Apr 2018 | < 1 |
| Synergy Enterprises | Hayward, CA | Jun 2016 - Aug 2016 | < 1 |
| Miramonte High School | Orlinda, CA | Jun 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- CA
-
Total Assets Under Management395MILLIONS
-
Total Number of Accounts2,510ACCOUNTS
-
Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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