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Mark Motell

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,278 clients
Average Client Portfolio
$266K average
Assets Under Management
$340.2M

Fee Structure

Financial Planning:Investment management only
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Location

1640 East Cypress, Suite A, Redding, CA, 96002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark provides investment advisory services through Rubicon Advisors, dedicating nearly full-time hours to this activity. He also has a non-variable insurance business and MRM Wealth Management for tax/investment purposes, each requiring minimal time.

Employment History
Current Registrations
Rubicon Advisors
March 2015 - Present · 10 yrs 11 mos
LPL Financial LLCBroker
March 2015 - Present · 10 yrs 11 mos
LPL Financial LLC
March 2015 - Present · 10 yrs 11 mos
Previous Registrations
LPL Financial LLC
March 2015 - December 2016 · 1 yr 9 mos
Wells Fargo Advisors, LLC
May 2010 - March 2015 · 4 yrs 10 mos
Wells Fargo Advisors, LLCBroker
April 2010 - March 2015 · 4 yrs 11 mos
State Registrations6 states
AZCAFLNVORTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mark Motell - Financial Advisor | TrueAdvisor