Mark Keeling (CRD# 2793706) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Oakland, CA and has over 27 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
CICs are CFAs currently working as investment advisers who have demonstrated investment counseling and advanced portfolio management skills, often by overseeing large accounts and mutual funds. CICs must work in an eligible position for an IAA member firm.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Oakland, CA | Nov 2022 - Current | 1 |
| Wealth Enhancement Group | Oakland, CA | Nov 2022 - Current | 1 |
| Btr Capital Management, Inc. | San Francisco, CA | Jul 2009 - Nov 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
- CA
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- 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)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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