Mark Webb, financial advisor Madison WI
93 score

Mark Webb

CRD 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 33 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Jun 2008 - Current 8
Webb Investment Advisors LLC Madison, WI Jun 2008 - Current 8
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
Contact Info for Mark C. Webb
Phone Number: 608-662-6100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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