Mark E. Trumble
Professional summary
Mark Eugene Fletcher Trumble is a registered financial advisor currently at PROCESS DESIGN CAPITAL MANAGEMENT LLC located in Phoenix, Arizona.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Mark has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Eugene Fletcher Trumble's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 11, 2017 - Present
PROCESS DESIGN CAPITAL MANAGEMENT LLC
Office #1: 7301 N. 16th St #102, Phoenix, AZ 85020October 28, 2015 - March 1, 2017
EMERGENT FINANCIAL GROUP, INC.
June 18, 2001 - March 1, 2017
EMERGENT FINANCIAL GROUP, INC.
September 4, 1990 - June 21, 2001
WELLS FARGO CLEARING SERVICES, LLC
November 13, 1989 - September 4, 1990
BLUNT ELLIS & LOEWI INCORPORATED
February 15, 1988 - November 25, 1989
LEHMAN BROTHERS INC.
July 22, 1982 - February 15, 1988
E. F. HUTTON & COMPANY INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/11/2017)
(4/21/2017)
Exams
Current Firm
PROCESS DESIGN CAPITAL MANAGEMENT LLC
CRD#: 170789 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 89 |
| AUM (Assets Under Management) | $ 92,000,000 |
Red Flags
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