Mark Purcell, financial advisor Salt Lake City UT
93 score

Mark Purcell

CRD Number: 1869198
Current Firm: Rbc Capital Markets, LLC

Mark Purcell (CRD# 1869198) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Salt Lake City, UT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets, LLC Salt Lake City, UT Jan 2017 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City, UT Oct 2005 - Jan 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Nov 1996
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Mark E. Purcell
Phone Number: 212-858-7000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    106,032
    MILLIONS
  • Total Number of Accounts
    254,944
    ACCOUNTS
  • Average Account Value
    $415,903
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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