Mark
Allen
Access Softek Advisory Services
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About this Advisor
Mark Allen is a financial advisor operating in San Marcos, California with 4 years of relevant experience. Allen is an employee of Access Softek Advisory Services. Allen has gained experience at Lpl Financial, LLC, Washington State Employees Credit Union, Wsecu Investment Management, M.A. & Associates, Access Softek, Inc and Access Softek Advisory Services, LLC. Allen maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Access Softek Advisory Services is a registered investment firm operating out of Berkeley, CA. The company has offices in three locations and just three employees. It has $3 million in assets among its 3,921 accounts, placing it among the smaller firms in the nation by assets under management. Access Softek Advisory Services provides portfolio management for individuals and small businesses. Financial advisory fee schedules largely depend on the services. However, fee types billed by Access Softek Advisory Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Access Softek Advisory Services Brokerage Details
$2,549,028
3
3,921
$650
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Mark Allen Work History
Mark has been registered as a financial advisor for 4 years.*
Access Softek Advisory Services, LLC
Access Softek, Inc
Access Softek Advisory Services, LLC
M.A. & Associates
Wsecu Investment Management
Lpl Financial, LLC
Washington State Employees Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Access Softek Advisory Services
Philadelphia, PA
San Marcos, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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