Mark Liu (CRD# 2588570) is an Investment Advisor Representative working at Ardent Capital in Mountain View, CA and has over 29 years of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ardent Capital Inc. | Los Altos, CA | Feb 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CA
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts97ACCOUNTS
-
Average Account Value$381,443
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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