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 31 years of experience in the finance industry.
Brighton Wealth Management, Inc.
|Straight Investment Advisers, Inc.||Salt Lake City, UT||Jun 2004 - Current||12|
|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