Mark Bateman (CRD# 1943374) is an Investment Advisor Representative working at Independent Financial Group, LLC in Provo, UT and has over 35 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 1473328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group, LLC | Provo, UT | Oct 2004 - Current | 19 |
| Wasatch Threads Inc. | Orem, UT | Aug 1996 - Current | 27 |
| Bjo Capital Management Inc. | Provo, UT | Jan 1987 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- UT
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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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