Mark Cuniberti (CRD# 6516052) is an Investment Advisor Representative working at Vantage Financial Group in Auburn, CA and has over 8 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hudson Financial Services, Inc. Dba Vantage Financial Group | Auburn, CA | Jun 2020 - Current | 3 |
| Independent Insurance Agent | Auburn, CA | Nov 2016 - Current | 7 |
| Kvmr Fm | Auburn, CA | Jun 2000 - Current | 23 |
| Bay Area Process Inc. | San Anselmo, CA | Jul 1995 - Current | 28 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2015 - Jun 2020 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- CA
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts520ACCOUNTS
-
Average Account Value$128,984
- 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
- Educational seminars/workshops
CA, OR
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