Mark Egbert (CRD# 2489136) is an Investment Advisor Representative working at Primerica Advisors in Colorado Springs, CO and has over 16 years of experience in the finance industry.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
CRD# 4068791
Advisors Asset Management, Inc.
CRD# 4777789
Three Points Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Flight | South Jordan, UT | Jun 2022 - Current | 1 |
| Pfs Investments, Inc. | Colorado Springs, CO | Jun 2013 - Current | 10 |
| Primerica Financial Services | Colorado Springs, CO | Jan 2012 - Current | 12 |
| L-3 Communications | Rockwall, TX | Jan 2016 - Mar 2022 | 6 |
| Caci, Inc. | Arlington, VA | Jun 2009 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
| S63 | Uniform Securities State Law Examination | Dec 2015 |
- CO
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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