Mark Anderson, financial advisor San Francisco CA

Mark Anderson

CRD Number: 1807476
Current Firm: Fort Point Capital Partners LLC

Mark Anderson (CRD# 1807476) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 32 years of experience in the finance industry. Mark Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fort Point Capital Partners San Francisco, CA Jun 2016 - Current 7
Lakeside North Capital Advisors, LLC San Rafael, CA May 2015 - Current 8
The Carlyle Group San Rafael, CA Dec 2013 - May 2015 1
Foreside Fund Services, LLC San Rafeal, CA Mar 2014 - Apr 2015 1
Oklo Financial, LLC San Rafael, CA May 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Anderson
Phone Number: (415) 449-0570
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,157
    MILLIONS
  • Total Number of Accounts
    1,111
    ACCOUNTS
  • Average Account Value
    $1,041,818
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA, WI, WY

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