Mark W. Teed is a trusted investment advisor representative who currently manages nearly $300 million in client assets and who is a registered broker in 30 states and territories in the United States as of 2020. Mark has more than three decades worth of financial services experience, with 30 plus years spent in investment management. Mark’s approach to portfolio management is simple: He keeps his clients informed about changes in the market and the opportunities they provide. His approach to investment success is much more complicated. As a financial advisor, Mark knows that the investment strategies employed must meet his clients’ individual investment objectives and balance market risk. Timely data and robust analytics provide him with the ability to spot opportunities quickly, but he believes it is his experience that truly gives his clients an edge. That expertise is widely acknowledged, and as a result, Mark is a regular commentator on television news regarding market and investment trends and issues. Designations: Series 7, 8, 63, 66 CRPC®, Chartered Retirement Planning Counselor WMS, Wealth Management Specialist
Listed skills include Investments, Portfolio Management, Strategic Financial Planning, Asset Management, and 13 others.