Mark
Fricks
Gradient Investments, LLC
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About this Advisor
Mark Fricks is a financial advisor based in Marietta, Georgia, working with Gradient Investments, LLC. Mark has previously held positions at Fricks And Associates, Inc Dba Masterplan Retirement Consultants, Masterplan Retirement Consultants, Inc, Masterplan Tax Services, Inc, and Gradient Investments, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Mark is part of Gradient Investments, LLC, which operates out of Marietta, Georgia. The firm has 39 employees and manages assets totaling $5.3 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Gradient Investments, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Investments, LLC Brokerage Details
$5,268,163,746
39
56,752
$92,828
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Mark Fricks Work History
Gradient Investments, LLC
Masterplan Retirement Consultants, Inc
Fricks And Asscociates, Inc Dba Masterplan Retirement Consultan
Masterplan Tax Services, Inc
Disclosures
Please visit the SEC profile of Mark Fricks 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 Gradient Investments, LLC
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Durham, NC
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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