Mark Albian, financial advisor Savage MN

Mark Albian

CRD Number: 1144976
Current Firm: Waddell & Reed

Mark Albian (CRD# 1144976) is an Investment Advisor Representative working at Waddell & Reed in Savage, MN and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Emrj, LLC Lisle, IL Apr 2020 - Current 1
Prism Mortgage Northbrook, IL Mar 2011 - Current 10
Various Insurance Carriers For W & R Insurance Agencies Downers Grove, IL Nov 1983 - Current 37
Waddell & Reed, Inc. Lisle, IL Aug 1983 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Mark J. Albian
Phone Number: 913-236-2000
Registered State(s):
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • LA
  • MI
  • MN
  • NM
  • SC
  • TX
  • UT
  • WI
By the Numbers
  • Total Assets Under Management
    33,245
    MILLIONS
  • Total Number of Accounts
    187,019
    ACCOUNTS
  • Average Account Value
    $177,760
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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