Mark Matley (CRD# 1877740) is an Investment Advisor Representative working at Ep Wealth Advisors in Salt Lake City, UT and has over 34 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ep Wealth Advisors | Torrance, CA | Oct 2020 - Current | 3 |
| The Insight Group Insurance Agency, LLC | Salt Lake City, UT | Mar 1993 - Sep 2020 | 27 |
| The Insight Group, Inc. | Salt Lake City, UT | Mar 1993 - Sep 2020 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
- CA
- UT
-
Total Assets Under Management22,321MILLIONS
-
Total Number of Accounts13,185ACCOUNTS
-
Average Account Value$1,692,909
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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