Mark Genereux (CRD# 1814740) is an Investment Advisor Representative working at Genereux Investment Management, Inc. in Steamboat Springs, CO and has over 32 years of experience in the finance industry.
CRD# 3072512
State Farm Investment Management Corp.
CRD# 4549890
Raymond James Financial Services Advisors, Inc.
CRD# 6383654
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Genereux Investment Management, Inc. | Steamboat Springs, CO | Jul 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- CO
- IA
- NE
- TX
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts275ACCOUNTS
-
Average Account Value$443,252
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CO, IA, NE, NH, TX
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