Mark MatleyCRD Number: 1877740
Current Firm: The Insight Group, Inc.
Mark Matley (CRD# 1877740) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City , UT and has over 28 years of experience in the finance industry.
Uma Financial Services Inc.
|The Insight Group, Inc.||Salt Lake City, UT||Mar 1993 - Current||24|
|The Insight Group Insurance Agency, LLC||Salt Lake City, UT||Mar 1993 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S65||NASAA Investment Advisors Law Examination||Aug 1996|
Total Assets Under Management504MILLIONS
Total Number of Accounts1,188ACCOUNTS
Average Account Value$423,854
- 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)
CA, TX, UT, WA
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