Mark Pingree, financial advisor Albany CA

Mark Pingree

CRD Number: 6438076
Current Firm: Fog City Advisors, LLC

Mark Pingree (CRD# 6438076) is an Investment Advisor Representative working at Fog City Advisors, LLC in Albany, CA and has 1 year of experience in the finance industry. Mark Pingree has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fog City Advisors, LLC Albany, CA Jan 2017 - Current 7
Carlson Financial Advisors N/k/a Fog City, LLC Belmont, CA Sep 2016 - Jan 2017 < 1
Northgate Advisors Walnut Creek, CA Dec 2013 - Sep 2016 2

Mark Pingree has no recent exams reported.
Contact Info for Mark K. Pingree
Phone Number: 650-508-2020
Registered State(s):
  • CA
  • TX
  • UT
Current Firm Details
Fog City Advisors, LLC
Firm's CRD Number: 321822
By the Numbers
  • Total Assets Under Management
    93
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $241,109
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, TX, UT

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