Mark P. Shively

Mark P. Shively (CRD# 113557) is a financial advisory firm headquartered in , . They manage $10,000,000 in 173 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Mark P. Shively
Showing 1 - 1 of 1 top financial advisors.
Mark P. Shively
CRD#: 1688769
Castle Rock, CO

Mark Shively (CRD# 1688769) is an Investment Advisor Representative working at Mark P. Shively in Castle Rock, CO and has over 29 years of experience in the finance industry.

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