Mark Alcorn Email & Phone Number
President and Wealth Advisor @ Diversified Wealth Management Solutions
5 free lookup(s).
Mark Alcorn Location
- Fresno, CA, US
Mark Alcorn Work
- 2014 -now President and Wealth Advisor @
- 2016 -2018 Chief Investment Officer @ Pacific Capital Strategies, Inc
- 2011 -2014 Managing Principal @
- 2013 -2014 Award recipient @ 40 under 40
- 2008 -2011 Financial Advisor @ Citigroup Global Markets
- 2004 -2008 Financial Advisor @
Mark Alcorn Education
- UC Santa Barbara
Bachelor of Arts (Mathematics, Economics)
1999-2004
Mark Alcorn Skills
- Finance
- Leadership
- Financial Analysis
- Alternative Investments
- Estate Planning
- Financial Advisory
- Fixed Annuities
- Rias
- Fixed Income
- Comprehensive Planning
- Retirement Planning
- Sales
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Institutional Investments
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Asset Managment
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- Uniform Combined State Law
- FINRA
- High Net Worth Individuals
- Securities
- Investment Strategies
- Entrepreneurship
- Asset Management
- Certified Financial Planner
- Wealth
- Management
- ETFs
- Investment Portfolios
- Retirement
- Series 65
- Series 7
- 401 Retirement Savings Plans
Mark Alcorn Summary
- Mark Alcorn, based in Fresno, CA, US, is currently a President and Wealth Advisor at Diversified Wealth Management Solutions. Mark Alcorn brings experience from previous roles at Pacific Capital Strategies, Inc, Waddell & Reed, Inc., 40 under 40 and Citigroup Global Markets. Mark Alcorn holds a 1999 - 2004 Bachelor of Arts in Mathematics, Economics @ UC Santa Barbara. With a robust skill set that includes Finance, Leadership, Financial Analysis, Alternative Investments, Estate Planning and more. Mark Alcorn has 3 emails and 2 mobile phone numbers on RocketReach.
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