Unclaimed
Mark Draper Flint is a financial advisor who has been in the industry since 2014. Mark is currently registered with Beacon Pointe Advisors, LLC and holds a Series 6, Series 63, and SIE license. Mark has previously worked with ALPS Distributors, Inc. and Quasar Distributors, LLC. Mark also holds the designation of Chartered Financial Analyst.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
CA
01/06/2016 - Present
Beacon Pointe Advisors, LLC (San Diego CA)
CO
09/01/2015 - 12/31/2015
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
08/06/2014 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 08/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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