Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Dutram is a financial advisor with over 25 years of experience in the financial services industry. Mark is a Registered Representative and Investment Advisor Representative. Mark has a wide range of experience in providing financial advice and services to individuals, families, and businesses. Mark is currently associated with RFG Advisory, LLC, a Registered Investment Advisor, in Vestavia Hills, Alabama. Previously, Mark was associated with LPL Financial LLC and Private Client Services, LLC. Mark is committed to providing his clients with personalized financial advice and services that are tailored to meet their individual needs. Mark holds the Series 7, 63, 65 and 66 securities licenses and is a General Securities Principal (Series 24). Mark is a member of the Emerald Coast Estate Planning Council and is a trustee on the Destin Fire District Board of Pensions. Mark is also a financial educator and teaches financial literacy courses to adults at Northwest Florida College.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AL
05/24/2019 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
FL
05/24/2019 - 12/09/2022
PRIVATE CLIENT SERVICES, LLC (Destin FL)
FL
11/05/2010 - 06/11/2019
LPL FINANCIAL LLC (FORT WALTON BEACH FL)
FL
08/24/1999 - 11/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (FT. WALTON BEACH FL)
AL
12/14/1993 - 08/25/1999
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mark Dutram is the right advisor for you? Invested Better is here to help.
