Mark Anderson (CRD# 1527874) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 21 years of experience in the finance industry.
CRD# 4683570
Cetera Advisor Networks LLC
CRD# 4503842
Cetera Advisor Networks LLC
CRD# 1870699
Five Seasons Financial Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynamic Wealth Advisors Dba Fortress Asset Management | Phoenix, AZ | Feb 2018 - Current | 5 |
| Yellowstone Partners, LLC | Salt Lake City, UT | Apr 2015 - Feb 2018 | 2 |
| Wells Fargo Wealth Management | Salt Lake City, UT | Oct 2000 - Apr 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
- UT
-
Total Assets Under Management3,252MILLIONS
-
Total Number of Accounts12,207ACCOUNTS
-
Average Account Value$266,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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