Mark Motell (CRD# 5761970) is an Investment Advisor Representative working at Rubicon Advisors in Redding, CA and has over 13 years of experience in the finance industry.
CRD# 6125219
Edward Jones
CRD# 4292833
State Farm Investment Management Corp.
CRD# 5744898
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rubicon Advisors | Roseville, CA | Mar 2015 - Current | 9 |
| Lpl Financial, LLC | Roseville, CA | Feb 2015 - Current | 9 |
| Wells Fargo Advisors LLC | Lincoln, CA | Feb 2010 - Feb 2015 | 5 |
| Old World Concepts LLC | Loomis, CA | Mar 2002 - Jan 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- CA
- TX
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Total Assets Under Management294MILLIONS
-
Total Number of Accounts1,752ACCOUNTS
-
Average Account Value$167,722
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, LA, MT, NE, NV, NY, OR, TX, UT, WA
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