Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lybbert is a financial advisor with Avantax Investment Services, Inc. He has been working in the financial services industry since 1993. Mark is registered with the state of Washington and holds the Series 7, Series 24, and Series 63 licenses.
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.
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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2
WA
12/09/2014 - Present
Avantax Investment Services, Inc. (University Place WA)
WA
02/03/2006 - 12/03/2014
CETERA ADVISOR NETWORKS LLC (UNIVERSITY PLACE WA)
WA
02/05/2004 - 12/31/2005
CROWN CAPITAL SECURITIES, L.P. (UNIVERSITY PLACE WA)
WA
12/17/2002 - 01/30/2004
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
NJ
01/18/2000 - 12/17/2002
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
MN
12/03/1996 - 11/19/1999
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
CA
05/21/1996 - 11/25/1996
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NY
01/08/1993 - 04/26/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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