Mark Patzer (CRD# 6557000) is an Investment Advisor Representative working at Miracle Mile Advisors, LLC in Sausalito, CA and has over 8 years 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 |
---|---|---|---|
Miracle Mile Advisors, LLC | Novato, CA | Nov 2022 - Current | 1 |
Karp Capital Management Corporation | Sausaito, CA | Sep 2020 - Current | 3 |
Visual Display Specialists | Novato, CA | Jan 2017 - Current | 7 |
Boyd Wealth Management, LLC | San Diego, CA | Apr 2019 - May 2020 | 1 |
Presidio Capital Management LLC | Del Mar, CA | Nov 2016 - Sep 2018 | 1 |
First Allied Advisory Services, Inc. | San Diego, CA | Nov 2016 - Aug 2018 | 1 |
First Allied Securities, Inc. | San Diego, CA | Oct 2016 - Aug 2018 | 1 |
Phase Four Financial Solutions | San Diego, CA | Sep 2015 - Nov 2016 | 1 |
Independent Financial Group LLC | San Diego, CA | Feb 2016 - Oct 2016 | < 1 |
Bankers Life Insurance Company | San Diego, CA | Sep 2014 - Sep 2015 | 1 |
Evolution Fresh | San Diego, CA | Jun 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- CA
-
Total Assets Under Management4,896MILLIONS
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Total Number of Accounts5,533ACCOUNTS
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Average Account Value$884,818
- A percentage of assets under your management
- 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)
AZ, CA, CO, CT, FL, HI, IA, IL, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA
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