Mark WebbCRD Number: 1112448
Current Firm: Harbour Investments, Inc.
Mark Webb (CRD# 1112448) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 34 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Harbour Investments, Inc.||Madison, WI||Jun 2008 - Current||9|
|Webb Investment Advisors LLC||Madison, WI||Jun 2008 - Current||9|
|Buttonwood Partners, Inc.||Madison, WI||May 2005 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV