Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Patton is a financial advisor registered with LPL Financial LLC. Mark Patton has been in the industry since 2000. Mark Patton has been registered with LPL Financial LLC since 2009. Mark Patton is also registered as an Investment Advisor Representative in Idaho. Mark Patton has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc. in the past. Mark Patton holds the Series 7, Series 63 and Series 65 licenses, and the SIE. Mark Patton also has a strong background as a coach and referee for various soccer associations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
09/11/2009 - Present
LPL Financial LLC (HAYDEN LAKE ID)
ID
04/30/2004 - 09/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COEUR D'ALENE ID)
MO
01/19/2000 - 05/03/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 06/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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