Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andrew Pearson is a registered investment advisor representative with RFG Advisory, LLC. Mark has been in the industry since 1999, and holds Series 7, Series 63, and Series 65 licenses. Prior to joining RFG Advisory, LLC, Mark was an investment advisor representative with Sterne Agee & Leach, Inc., Sterne Agee Financial Services, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Mark's specialties include providing financial planning, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
AL
03/12/2014 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
AL
06/06/2000 - 09/11/2007
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
11/13/2002 - 07/20/2005
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
IN
03/19/1999 - 06/15/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/19/1999 - 06/15/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 02/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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