Mark Ledbetter (CRD# 7694203) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | San Ramon, CA | Dec 2023 - Current | < 1 |
| Nylife Securities LLC | San Francisco, CA | Sep 2023 - Current | < 1 |
| New York Life Insurance Company | San Francisco, CA | Mar 2023 - Current | 1 |
| Doordash | Alameda, CA | Aug 2022 - Mar 2023 | < 1 |
| Symmetry Financial Group | Alameda, CA | Jul 2022 - Nov 2022 | < 1 |
| Peninsula Covenant Church | Redwood City, CA | Feb 2016 - Aug 2022 | 6 |
| Sequoia Union High School District | Redwood City, CA | Aug 2019 - May 2022 | 2 |
| University Of California, Santa Cruz | Santa Cruz, CA | Sep 2017 - Jun 2019 | 1 |
| Cañada College | Redwood City, CA | Aug 2015 - May 2017 | 1 |
| Kings Swim Academy | San Carlos, CA | Oct 2013 - Dec 2015 | 2 |
| Sequoia High School | Redwood City, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2023 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- CA
-
Total Assets Under Management4,932MILLIONS
-
Total Number of Accounts4,536ACCOUNTS
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Average Account Value$1,087,362
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WY
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