Mark Tang, financial advisor Scottsdale AZ
93 score

Mark Tang

CRD Number: 5289085
Current Firm: Verus Capital Partners, LLC

Mark Tang (CRD# 5289085) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Inc. Scottsdale, AZ Apr 2014 - Current 2
Verus Capital Partners Scottsdale, AZ Apr 2014 - Current 2
National Planning Glendale, AZ Aug 2012 - Apr 2014 1
Principal Life Ins Co Phoenix, AZ Nov 2010 - Aug 2012 1
Princor Financial Services Corp Phoenix, AZ Nov 2010 - Aug 2012 1
Metlife Securites Inc. Tempe, AZ Sep 2009 - Nov 2010 1
The O.n. Equity Sales Company Cincinnati, OH Jul 2009 - Sep 2009 < 1
Ohio National Financial Services Cincinnati, OH Jun 2009 - Sep 2009 < 1
Axa Advisors, LLC New York, NY May 2007 - Jul 2009 2
Edward Jones St Louis, MO Feb 2007 - Mar 2007 < 1
Mclane Company Northfield, MN Dec 1991 - Jan 2007 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Mark E. Tang
Phone Number: 480-990-3719
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    1,750
    ACCOUNTS
  • Average Account Value
    $101,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, KS, LA, MD, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OK, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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