Mark Flanagan (CRD# 7065743) is an Investment Advisor Representative working at Csp Financial Group LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.
CRD# 3044058
Ameriprise Financial Services, LLC
CRD# 6108988
Edelman Financial Engines
CRD# 3213291
Dynamic Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Csp Financial Group LLC | Scottsdale, AZ | Nov 2020 - Current | 3 |
| Lifetyme Financial Advisors, LLC | Phoenix, AZ | Jan 2019 - Current | 5 |
| Lifetyme Financial Group, LLC | Phoenix, AZ | Jan 2018 - Current | 6 |
| Mercer, Flanagan & Company, P.c. | Frederick, MD | Oct 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- DC
- FL
- MD
- NC
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, DC, FL, GA, IA, IL, LA, MA, MD, NC, NE, NH, NJ, NM, NV, NY, OK, PA, SC, TN, TX, VA, WA, WI, WV
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