Mark Holmlund (CRD# 1414178) is an Investment Advisor Representative working at Alaethes Wealth, LLC in Glenbrook, NV and has over 38 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alaethes Wealth, LLC | Rancho Santa Fe, CA | Aug 2019 - Current | 4 |
| Student | Escondido, CA | Feb 2014 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- CA
- NV
-
Total Assets Under Management386MILLIONS
-
Total Number of Accounts195ACCOUNTS
-
Average Account Value$1,979,196
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, LA, NV
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