Mark BainCRD Number: 3139332
Current Firm: Cwm, LLC
Mark Bain (CRD# 3139332) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 24 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Cetera Advisor Networks||El Segundo, CA||Jun 2020 - Current||3|
|Cwm, Llc Dba Carson Partners||Salem, OR||Jun 2020 - Current||3|
|Dba Bain Wealth Management||Salem, OR||May 2020 - Current||3|
|Bain Wealth Management Group, LLC||Salem, OR||Sep 2015 - Jul 2020||4|
|Purshe Kaplan Sterling Investments||Albany, NY||Sep 2015 - Jun 2020||4|
|Voya Financial Advisors||Salem, OR||Jan 2002 - Sep 2015||13|
|Ing Financial Partners, Inc.||Salem, OR||Jan 2004 - Sep 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management19,944MILLIONS
Total Number of Accounts96,956ACCOUNTS
Average Account Value$205,697
- 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, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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