Mark Perry (CRD# 6302243) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Island, NE and has over 8 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Grand Island, NE | Mar 2020 - Current | 4 |
Ameriprise Financial Services, Inc. | Grand Island, NE | Nov 2015 - Mar 2020 | 4 |
Preferred Popcorn | Central City, NE | Jul 2013 - Nov 2015 | 2 |
Cns Corporation | Kansas City, MO | Feb 2014 - Oct 2015 | 1 |
Nis Financial Services, Inc. | Kansas City, MO | Feb 2014 - Oct 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
S63 | Uniform Securities State Law Examination | Jun 2015 |
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- NE
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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