Mark Christensen (CRD# 3019936) is an Investment Advisor Representative working at Equitable Advisors, LLC in Salt Lake City, UT and has over 2 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Jun 2022 - Current | 1 |
| Allstate Financial Services, LLC | Salt Lake City, UT | Apr 2021 - Jun 2022 | 1 |
| Allstate Financial Advisors, LLC | Salt Lake City, UT | Apr 2021 - Jun 2022 | 1 |
| Allstate Insurance Co | Salt Lake City, UT | Mar 2021 - Jun 2022 | 1 |
| Family First Life | Sandy, UT | Feb 2019 - Mar 2021 | 2 |
| Kris Krohn Real Estate Investments | Provo, UT | Nov 2019 - Jan 2021 | 1 |
| Foresight Wealth Management, LLC | Sandy, UT | Jan 2013 - Dec 2019 | 6 |
| Tlk Medical | Dakota Dunes, SD | Jun 2018 - Sep 2019 | 1 |
| Purshe Kaplan Sterling Investments | Draper, UT | Mar 2017 - Aug 2018 | 1 |
| Securities Service Network | Salt Lake City, UT | Jan 2013 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- UT
-
Total Assets Under Management29,776MILLIONS
-
Total Number of Accounts79,686ACCOUNTS
-
Average Account Value$373,668
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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