Mark LearCRD 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.
Holcombe & Mcgrath
Horizons Wealth Management
Holcombe & Mcgrath
|Ameriprise Financial Services Inc.||Arden, NC||Mar 2010 - Current||7|
|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|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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