Mark Musallam (CRD# 4807920) is an Investment Advisor Representative working at Eagle Strategies LLC in Stockton, CA and has over 18 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Stockton, CA | Apr 2016 - Current | 8 |
| Nylife Securities LLC | Stockton, CA | Dec 2015 - Current | 8 |
| New York Life Insurance Company | Stockton, CA | Nov 2015 - Current | 8 |
| Cuso Financial Services LP | Woodland, CA | Sep 2015 - Oct 2015 | < 1 |
| Firefighters First Credit Union | Sacramento, CA | Apr 2013 - Jun 2015 | 2 |
| Cuso Financial Services LP | Sacramento, CA | Apr 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- CA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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