Mark J. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Joseph Fredback's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 25, 2008 - Present
PACIFIC VALUE, LLC
Office #1: 101 South Capitol Blvd. Suite 502, Boise, ID 83702April 26, 2007 - June 26, 2008
RBC CAPITAL MARKETS, LLC
August 21, 1998 - June 26, 2008
RBC CAPITAL MARKETS, LLC
June 28, 1982 - September 1, 1998
PIPER SANDLER & CO.
Primary Firm SEC Registration
PACIFIC VALUE, LLC
CRD#: 147086 / SEC#: 801-69129
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/25/2008)
(6/25/2008)
Exams
Series 5
Date: 2/5/1983
Interest Rate Options ExaminationSeries 8
Date: 6/26/1989
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
PACIFIC VALUE, LLC
CRD#: 147086 / SEC#: 801-69129
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 430 |
| AUM (Assets Under Management) | $ 172,000,000 |
Red Flags
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