Tamara Mark (CRD# 6420444) is an Investment Advisor Representative working at Landmark Wealth Management Group in San Jose, CA and has over 8 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Landmark Wealth Management Group | Lake Elmo, MN | Aug 2022 - Current | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jul 2020 - Current | 3 |
| Thrivent Advisor Network, LLC | San Jose, CA | Jul 2020 - Aug 2022 | 2 |
| Thrivent Investment Management Inc. | San Jose, CA | Aug 2015 - Jul 2020 | 4 |
| Thrivent Financial For Lutherans | Appleton, WI | Jan 2016 - May 2020 | 4 |
| Thrivent Financial For Lutherans | Appleton, WI | Aug 2015 - Jan 2016 | < 1 |
| Pacific Solutions | San Diego, CA | Mar 2008 - Sep 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
| S63 | Uniform Securities State Law Examination | Oct 2015 |
- CA
-
Total Assets Under Management824MILLIONS
-
Total Number of Accounts2,904ACCOUNTS
-
Average Account Value$283,881
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, FL, IN, MN, NV, OR, TX, WA, WI
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