Mark MencerCRD Number: 6154467
Current Firm: Ameriprise Financial Services, LLC
Mark Mencer (CRD# 6154467) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Las Vegas, NV and has over 8 years of experience in the finance industry.
Skyoak Capital, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, LLC
|Ameriprise Financial Services, Inc.||Las Vegas, NV||Jun 2015 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Las Vegas, NV||Dec 2012 - Current||9|
|Bank Of America||Las Vegas, NV||Feb 2010 - Dec 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
|S63||Uniform Securities State Law Examination||Dec 2016|
|S65||NASAA Investment Advisors Law Examination||Jan 2017|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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