Mark Pratt (CRD# 1345655) is an Investment Advisor Representative working at Eagle Strategies LLC in Davis, CA and has over 32 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 2923073
Captrust
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Davis, CA | Jul 2009 - Current | 14 |
| Pratt Financial & Insurance Services | Davis, CA | Feb 2008 - Current | 16 |
| New York Life | Roseville, CA | Sep 2001 - Current | 22 |
| Select Capital Corporation | Sacramento, CA | Jul 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
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