Mark Weber (CRD# 1436984) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Woodcliff Lake, NJ and has over 33 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cliftonlarsonallen LLP | Woodcliff Lake, NJ | Feb 2023 - Current | 1 |
| Cliftonlarsonallen Wealth Advisors LLC | Woodcliff Lake, NJ | Feb 2023 - Current | 1 |
| Ncm Capital Management, LLC | Ramsey, NJ | Jan 2016 - Jan 2023 | 7 |
| Weber, Shapiro & Company LLP | Ramsey, NJ | Jul 1994 - Jan 2023 | 28 |
| Commonwealth Equity Services, Inc. | Ramsey, NJ | Jul 1994 - Dec 2016 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
- FL
- NH
- NJ
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Total Assets Under Management7,978MILLIONS
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Total Number of Accounts19,942ACCOUNTS
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Average Account Value$400,050
- 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, 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, VI, VT, WA, WI, WV, WY
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