Adam Mark (CRD# 6836492) is an Investment Advisor Representative working at Credit Union Investment Services in Harrisburg, NC and has over 6 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Trust Company | Tampa, FL | Oct 2018 - Current | 5 |
| Credit Union Investment Services | Raleigh, NC | Nov 2017 - Current | 6 |
| Secu Brokerage Services | Raleigh, NC | Jul 2017 - Current | 6 |
| Secu Life Insurance Company | Raleigh, NC | Jul 2017 - Current | 6 |
| State Employees' Credit Union | Harrisburg, NC | Nov 2014 - Current | 9 |
| Uber | San Francisco, CA | Feb 2019 - Mar 2022 | 3 |
| Lyft | Baltimore, MD | Feb 2019 - Mar 2022 | 3 |
| Hawthornes Ny Pizza | Mint Hill, NC | Apr 2009 - Apr 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- NC
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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