Mark Flowers (CRD# 5717806) is an Investment Advisor Representative working at Private Portfolios, Inc. in San Mateo, CA and has over 14 years of experience in the finance industry. Mark Flowers 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Portfolios, Inc. | San Mateo, CA | Oct 2012 - Current | 11 |
| Securities America, Inc. | San Mateo, CA | Sep 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
- CA
-
Total Assets Under Management237MILLIONS
-
Total Number of Accounts486ACCOUNTS
-
Average Account Value$486,720
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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