Mark
Bloom
Avantax Advisory Services
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About this Advisor
Mark Bloom is a financial advisor based in Atlanta, Georgia, working with Avantax Advisory Services. Mark has previously held positions at Edward Jones, Toronto Football Club, Atlanta United Football Club, Lpl Financial LLC, Ifg Advisory, LLC, Avantax Investment Services Inc, Avantax Advisory Services, Avantax Insurance Agency, LLC, Georgia Alliance Football Club, Resurgens Investments, LLC, and Legacy Capital Advisors, LLC. Mark has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Mark is part of Avantax Advisory Services, which operates out of Atlanta, Georgia. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Mark Bloom Work History
Avantax Investment Services Inc
Avantax Advisory Services
Avantax Insurance Agency, LLC
Resurgens Investments, LLC
Legacy Capital Advisors, LLC
Georgia Alliance Football Club
Lpl Financial LLC
Ifg Advisory, LLC
Edward Jones
Atlanta United Football Club
Toronto Football Club
Disclosures
Please visit the SEC profile of Mark Bloom 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 Avantax Advisory Services
Danville, CA
Champlin, MN
Coppell, TX
Midland, TX
Coppell, TX
Coppell, TX
Makawao, HI
Lomita, CA
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