Mark Currier (CRD# 1888224) is an Investment Advisor Representative working at Wipple Creek, LLC in Vancouver, WA and has over 25 years of experience in the finance industry. Mark Currier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wipple Creek, LLC | Vancouver, WA | Feb 2021 - Current | 3 |
| Tenbridge Partners | Portland, OR | Jan 2013 - Feb 2021 | 8 |
| Kms Financial Services, Inc. | Seattle, WA | Jan 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- OR
- TX
- WA
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$321,185
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
OR, TX, WA
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