Mark HweeCRD Number: 5573989
Current Firm: Umpqua Investments, Inc.
Mark Hwee (CRD# 5573989) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Portland, OR and has over 8 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Umpqua Investments, Inc.||Portland, OR||May 2009 - Current||8|
|Morgan Stanley & Company Incorporated||Lake Oswego, OR||Jul 2008 - Apr 2009||< 1|
|Pacific Office Automation||Beaverton, OR||Jan 2007 - Jul 2008||1|
|Portland Trail Blazers||Portland, OR||Jan 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI