linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark David Nortman

Capitol Family Office, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark David Nortman

Mark Nortman is a financial advisor registered with Capitol Family Office, Inc. Mark has over 18 years of experience in the financial services industry. Mark has a Series 7, Series 31, and Series 66 license. Mark specializes in portfolio management, financial planning, and pension consulting.

Firm Information

Mark Nortman is currently registered with Capitol Family Office, Inc.. Capitol Family Office, Inc. is an investment advisor based in BEAVERTON, OR. The firm primarily provides financial planning and portfolio management for individuals. They manage over $136 million in assets for 524 clients, including high-net-worth individuals and other individuals. They also provide pension consulting services.
Capitol Family Office, Inc.

1500 NW BETHANY BLVD.

BEAVERTON, OR 97006

$136.53M

Assets Under Management

Not reported

Total Clients

2

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Nortman’s Registration & Firm History

OR

02/03/2021 - Present

Capitol Family Office, Inc. (Beaverton OR)

OR

08/19/2011 - 03/25/2020

LPL FINANCIAL LLC (BEAVERTON OR)

OR

02/17/2006 - 08/23/2011

AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND OR)

WA

04/21/2004 - 12/19/2005

PACIFIC WEST SECURITIES, INC. (RENTON WA)

OR

09/04/2003 - 03/23/2004

STRAND, ATKINSON, WILLIAMS & YORK, INC. (PORTLAND OR)

NY

06/04/2002 - 05/27/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Mark David Nortman is right for you?

Licenses & Designations

BOTH

Issued 06/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 06/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark David Nortman.
Not sure if Mark David Nortman is right for you?