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Mark Philip Juckeland

Fisher Investments

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About Mark Philip Juckeland

Mark Juckeland is an investment advisor representative currently registered with Fisher Investments in Plano, Texas. Mark is also registered with the firm in Camas, Washington. Prior to joining Fisher Investments, Mark was a registered representative with Vanguard Marketing Corporation in Scottsdale, Arizona, 1717 Capital Management Company in Newark, Delaware and New England Securities in New York, New York. Mark holds Series 6, 7, 63 and 65 licenses.

Firm Information

Mark Juckeland is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mark Juckeland’s Registration & Firm History

TX

08/23/2013 - Present

Fisher Investments (PLANO TX)

AZ

08/02/2011 - 07/11/2013

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

DE

02/28/2002 - 06/09/2003

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NY

07/18/2001 - 02/20/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/22/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2011

Series 7 - General Securities Representative Examination

BC

Issued 07/17/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Philip Juckeland.
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