Mark P. Shively
Mark P. Shively (CRD# 113557) is a financial advisory firm headquartered in , . They manage $6,847,133 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mark P. Shively
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$342,357
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Mark P. Shively
1
Mark Shively (CRD# 1688769) is an Investment Advisor Representative working at Mark P. Shively in Castle Rock, CO and has over 36 years of experience in the finance industry.
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