Mark McKell (CRD# 4491916) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 22 years of experience in the finance industry.
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
CRD# 1801853
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portside Wealth Group | Provo, UT | Apr 2023 - Current | 1 |
| Mckell Enterprises, Mckell Partners | Riverside, CA | Oct 2001 - Current | 22 |
| Townsquare Capital LLC | Riverside, CA | Feb 2020 - Jun 2023 | 3 |
| Bowengroup Advisors, LLC | Idaho Falls, ID | Oct 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CA
- TX
- UT
- WA
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Total Assets Under Management885MILLIONS
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Total Number of Accounts10,048ACCOUNTS
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Average Account Value$88,054
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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