Mark Nortman (CRD# 4514959) is an Investment Advisor Representative working at Capitol Family Office, Inc. in Beaverton, OR and has over 21 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capitol Family Office, Inc. | Beaverton, OR | Dec 2020 - Current | 3 |
| Capitol Family Office, Inc. | Beaverton, OR | Aug 2011 - Current | 12 |
| Financial Advocates Investment Management | Beaverton, OR | Jan 2013 - Mar 2021 | 8 |
| Lpl Financial | Portland, OR | Aug 2011 - Mar 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
- OR
- WA
-
Total Assets Under Management134MILLIONS
-
Total Number of Accounts558ACCOUNTS
-
Average Account Value$240,263
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OR, VA, WA
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