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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark James Bloomlee is an Investment Advisor Representative with Anchor Capital. Mark is registered with the state of California. Mark's registration with Anchor Capital became effective on March 3, 2016 and Mark has been with Anchor Capital since January 2016. Mark holds a Series 65 license. Anchor Capital is a registered investment adviser that provides portfolio management for individuals, businesses and investment companies.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Flat fee
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CA
01/01/2025 - Present
Anchor Capital (ALISO VIEJO CA)
IA
Issued 03/08/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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