Mark Joseph Fredback
Professional Summary
Mark Joseph Fredback is a registered financial advisor currently at PACIFIC VALUE, LLC located in Boise, Idaho. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Mark has worked at 3 firms and has passed the Series 66, Series 63, Series 3, Series 5, Series 7 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
PACIFIC VALUE | PACIFIC VALUE, LLC
Contact Information
Main Address
101 South Capitol Blvd. Suite 502, Boise, ID 83702Phone Number
(208) 331-2315# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
433AUM (Assets Under Management)
$190,000,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PACIFIC VALUE | PACIFIC VALUE, LLC
State Registrations and Notice Filings
(6/25/2008)
(6/25/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 5 — Interest Rate Options Examination
Passed Feb 1983Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jun 1989Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Joseph Fredback's CRS (Customer Relationship Summary).
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