Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allen Barefield is a financial advisor with over 8 years of experience in the financial industry. Mark is registered with LPL Financial LLC and Alpha Capital LLC, both of which offer a wide range of financial services. Mark's experience includes providing financial planning, investment advisory, and consulting services. Mark is dedicated to helping clients achieve their financial goals, whether it be planning for retirement, saving for college, or managing investments.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/06/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
09/18/2020 - 12/21/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WICHITA FALLS TX)
TX
06/16/2015 - 09/22/2020
EDWARD JONES (WICHITA FALLS TX)
BOTH
Issued 07/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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