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Mark Biggs

Kinetic Investment Management, Inc.

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About Mark Biggs

Mark Biggs is an investment advisor representative currently registered with Kinetic Investment Management, Inc. Mark is a registered investment advisor in Kentucky. Mark has been in the financial services industry since August 2011. Mark Biggs is also a licensed insurance agent and owns Biggs Financial Services, LLC which prepares tax returns for clients. Mark Biggs has passed the Series 65 Uniform Investment Adviser Law Examination.

Firm Information

Mark Biggs is currently registered with Kinetic Investment Management, Inc.. Kinetic Investment Management, Inc. is an investment advisor based in LOS ANGELES, CA. The firm has 13 licensed agents, 14 investment adviser representatives, and 14 individuals with investment advisory functions. They manage approximately $343,579,081 in assets. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They cater to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Kinetic Investment Management, Inc.

633 W 5TH STREET

LOS ANGELES, CA 90071

$343.58M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Biggs’s Registration & Firm History

KY

02/28/2024 - Present

Kinetic Investment Management, Inc. (Bowling Green KY)

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Licenses & Designations

IA

Issued 01/11/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Biggs.
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