Mark Sumsion (CRD# 1812582) is an Investment Advisor Representative working at Strategis Financial Group, Inc. in Provo, UT and has over 36 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 |
|---|---|---|---|
| Strategis Financial Group, Inc. Dba Strategis Insurance Group | Provo, UT | May 2008 - Current | 15 |
| Jigzy Enterprises Lc | Provo, UT | Jan 2004 - Current | 20 |
| Strategis Financial Group, Inc. | Provo, UT | Dec 1989 - Current | 34 |
| Motopro Auto Brokers, Clc | Provo, UT | Feb 2001 - Jun 2017 | 16 |
| First Western Advisors | Holladay, UT | Jan 2012 - May 2017 | 5 |
| Capital Mgmt Real Estate Holdings | Provo, UT | Aug 1993 - Aug 2014 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1991 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- FL
- UT
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Total Assets Under Management9MILLIONS
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Total Number of Accounts74ACCOUNTS
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Average Account Value$119,040
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, FL, UT
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