Tessera, LLC (CRD# 155790) is a financial advisory firm headquartered in Ukiah, CA. They manage $15,388,569 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$1,538,857
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Mulholland (CRD# 5043241) is an Investment Advisor Representative working at Tessera, LLC in Oakland, CA and has over 11 years of experience in the finance industry. Mark Mulholland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.