Mark Ivan (CRD# 1190018) is an Investment Advisor Representative working at Ivan Capital Management, Inc. in Longmont, CO and has over 40 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 6262403
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ivan Capital Management, Inc. | Boulder, CO | Jun 1996 - Current | 27 |
| Ivan Capital Management, Inc. | Boulder, CO | Jun 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
- CO
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, PA
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