Mark Lear, financial advisor Asheville NC
93 score

Mark Lear

CRD Number: 5295583
Current Firm: Ameriprise Financial Services, Inc.

Mark Lear (CRD# 5295583) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Asheville, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Arden, NC Mar 2010 - Current 6
Ameriprise Financial Services,inc. Birmingham, AL Feb 2007 - Mar 2010 3
Information Systems (wake Forest University) Winston-salem, NC Aug 2006 - May 2007 < 1
Wake Forest University Winston-salem, NC Aug 2003 - May 2007 3
Z. Smith Reynolds Library (wake Forest University) Winston-salem, NC Aug 2003 - May 2007 3
Laurel Ridge Country Club Waynesville, NC Mar 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Mark K. Lear
Phone Number: 612-671-3131
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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