Mark ThomasCRD Number: 1363895
Current Firm: Zions Capital Advisors, Inc.
Mark Thomas (CRD# 1363895) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 32 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Straight Investment Advisers, Inc.||Salt Lake City, UT||Jun 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S65||NASAA Investment Advisors Law Examination||Sep 2004|
Total Assets Under Management1,818MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$1,212,069
- A percentage of assets under your management
- 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)
AZ, CA, CO, ID, NJ, NM, NV, NY, OR, TX, UT, VA, WA