Mark Myers (CRD# 4644300) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 20 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Money Management, LLC | Rancho Santa Fe, CA | May 2019 - Current | 4 |
| Myers Financial Services | Imperial, CA | Aug 2009 - Current | 14 |
| Horter Investment Management, LLC | Cincinnati, OH | Mar 2013 - May 2019 | 6 |
| Credit Union Financial Solutions | Brawley, CA | Sep 2013 - Feb 2019 | 5 |
| Wfg Investments Inc. | Brawley, CA | Feb 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2003 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
- AZ
- TX
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Total Assets Under Management660MILLIONS
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Total Number of Accounts1,595ACCOUNTS
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Average Account Value$414,090
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
AZ, CA, CO, FL, IL, NH, NY, OR, PA, TN, TX, VA, WA
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