Mark Bloom, financial advisor Atlanta GA

Mark Bloom

CRD Number: 6933619
Current Firm: Avantax Advisory Services

Mark Bloom (CRD# 6933619) is an Investment Advisor Representative working at Avantax Advisory Services in Atlanta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services Inc. Atlanta, GA Mar 2021 - Current 3
Avantax Advisory Services Atlanta, GA Mar 2021 - Current 3
Avantax Insurance Agency, LLC Atlanta, GA Mar 2021 - Current 3
Resurgens Investments, LLC Atlanta, GA Jun 2020 - Current 3
Legacy Capital Advisors, LLC Atlanta, GA Jun 2020 - Current 3
Georgia Alliance Football Club Marietta, GA Mar 2019 - Current 5
Lpl Financial LLC Atlanta, GA Jun 2020 - Mar 2021 < 1
Ifg Advisory, LLC Atlanta, GA Jun 2020 - Mar 2021 < 1
Edward Jones St Louis, MO Apr 2018 - Jun 2020 2
Unemployed Atlanta, GA Jan 2018 - Mar 2018 < 1
Atlanta United Football Club Atlanta, GA Jan 2017 - Dec 2017 < 1
Toronto Football Club Toronto, Jul 2013 - Dec 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark J. Bloom
Phone Number: 972-870-6000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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