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 is a financial advisor who has been in the industry for over 16 years. Mark is registered with Continuum Advisory, LLC and holds the Series 6, 7 and 63 licenses, as well as the SIE. Mark is also a Certified Financial Planner. Mark has experience working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Mark's past experience includes working at Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Triad Advisors, LLC. Mark is also the president and owner of Wealth Management Associates, Inc. and Allen Tax Planning, Inc.
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.
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.
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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CA
08/05/2016 - Present
Continuum Advisory, LLC (Folsom CA)
CA
11/14/2017 - 12/07/2023
TRIAD ADVISORS LLC (Folsom CA)
CA
05/13/2016 - 11/17/2017
SIGNATOR INVESTORS, INC. (FOLSOM CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (FOLSOM CA)
CA
02/09/2007 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (CAMERON PARK CA)
BC
Issued 02/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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