Mark Lundquist, financial advisor Bad Axe MI
89 score

Mark Lundquist

CRD Number: 6179952
Current Firm: Edward Jones

Mark Lundquist (CRD# 6179952) is an Investment Advisor Representative working at Edward Jones in Bad Axe, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2013 - Current 3
Edward Jones St. Louis, MO Jun 2009 - Apr 2013 3
Canadian Securities Institute Toronto, Nov 2008 - Jun 2009 < 1
Stock Building Supply Macomb, MI May 2006 - Nov 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Mark R. Lundquist
Phone Number: 314-515-2000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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