Mark Bloom
Mark Bloom is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 7 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4401 Northside Pkwy Nw, Suite 900, Atlanta, GA, 30327
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2024Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Mark is a wealth manager through Resurgens Investments, LLC and Legacy Capital Advisors, LLC, spending well over full-time hours on these activities. He also sells fixed indexed annuities and other insurance products through Avantax Insurance Agency, and volunteers as an independent director for Georgia Soccer.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Ifg Advisory, LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.