Mark Defeo, financial advisor Seattle WA
93 score

Mark Defeo

CRD Number: 3018394
Current Firm: U.s. Bancorp Investments, Inc.

Mark Defeo (CRD# 3018394) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Seattle, WA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Seattle, WA Jun 2017 - Current < 1
U.s. Bank Seattle, WA Jun 2017 - Current < 1
Unemployed Seattle, WA Jul 2016 - Jun 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle, WA Oct 2009 - Jul 2016 6
Bank Of America, N.a. Seattle, WA Sep 2009 - Jul 2016 6
Banc Of America Investment Services, Inc. Seattle, WA Sep 2009 - Oct 2009 < 1
Unemployed Seattle, WA Mar 2009 - Sep 2009 < 1
Banc Of America Insurance Services, Inc. Seattle, WA Oct 2008 - Mar 2009 < 1
Banc Of America Investment Services, Inc. Seattle, WA Jul 1999 - Mar 2009 9
Bank Of America, N.a. Seattle, WA Sep 1992 - Oct 2008 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1998
Contact Info for Mark T. Defeo
Phone Number: 800-888-4700
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    6,171
    MILLIONS
  • Total Number of Accounts
    27,543
    ACCOUNTS
  • Average Account Value
    $224,036
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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

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