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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 Patrick Berryman is an investment advisor representative with The Caprock Group, LLC. Mark has been in the industry since April 2014 and holds a Series 65 license. Mark is registered to provide investment advice in California. The Caprock Group, LLC is a registered investment advisor with approximately $9.36 billion in assets under management.
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.
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.
Wealth management & consulting
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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ID
10/05/2024 - Present
THE Caprock Group, LLC (BOISE ID)
IA
Issued 05/16/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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