Mark
Weber
Cliftonlarsonallen Wealth Advisors, LLC
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About this Advisor
Mark Weber is a financial advisor based in Woodcliff Lake, New Jersey, working with Cliftonlarsonallen Wealth Advisors, LLC. Mark has previously held positions at Weber, Shapiro & Company Llp, Commonwealth Equity Services, Inc, Ncm Capital Management, LLC, Cliftonlarsonallen Llp, and Cliftonlarsonallen Wealth Advisors LLC. Mark has passed the Series 63 regulatory exam and is registered to provide services in Florida, New Hampshire, and New Jersey. Currently, Mark is part of Cliftonlarsonallen Wealth Advisors, LLC, which operates out of Woodcliff Lake, New Jersey. The firm has 37 offices and 153 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, and educational seminars. The fee structure at Cliftonlarsonallen Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cliftonlarsonallen Wealth Advisors, LLC Brokerage Details
$7,977,801,363
153
19,942
$400,050
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
Mark Weber Work History
Cliftonlarsonallen Llp
Cliftonlarsonallen Wealth Advisors LLC
Ncm Capital Management, LLC
Weber, Shapiro & Company Llp
Commonwealth Equity Services, Inc
Disclosures
Please visit the SEC profile of Mark Weber 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 Cliftonlarsonallen Wealth Advisors, LLC
Addison, TX
Middleton, WI
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Bellevue, WA
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