Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McNary is a registered Investment Advisor Representative in Colorado. Mark is the sole proprietor of McNary Investments, an RIA. Mark has been in the financial services industry since 2002 and has experience with individuals, corporations, and other businesses. McNary Investments specializes in financial planning and portfolio 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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CO
01/23/2019 - Present
McNary Investments (CASTLE ROCK CO)
CA
08/06/2007 - 05/26/2010
LPL FINANCIAL CORPORATION (CORONADO CA)
BOTH
Issued 08/23/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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