Mark A. Anderson

LAKESIDE NORTH CAPITAL ADVISORS

SAN RAFAEL, CA 94903

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CRD#: 1807476

Professional summary

Mark Allan Anderson, CFP®, who also goes by Mark Alan Anderson, is a registered financial advisor currently at LAKESIDE NORTH CAPITAL ADVISORS, LLC located in San Rafael, California and FORT POINT CAPITAL PARTNERS LLC located in San Francisco, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Mark has worked at 12 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Alan Anderson

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.

1) Mr. Anderson is an owner and investment adviser representative (IAR) of Lakeside North Capital Advisors, LLC, a California state registered investment adviser. Mr. Anderson may provide investment advice to clients of Lakeside North in his capacity as an IAR. These investment advisory activities are separate from the investment advisory activities Mr. Anderson conducts for Fort Point and Fort Point clients, ~ 5 hours per month. 2) NOB: Mark A. Anderson, CFP. TITLE: Expert Witness. Start Date: 11/09/2016. Non-Investment Related. Duties: Opine regarding the change in value of an investment portfolio during a given time period.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Allan Anderson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

July 17, 2015 - Present

LAKESIDE NORTH CAPITAL ADVISORS, LLC

Office #1: 4040 Civic Center Drive Suite 200, San Rafael, CA 94903

RIA

CRD#: 238789

SAN RAFAEL, CA

Current

June 2, 2016 - Present

FORT POINT CAPITAL PARTNERS LLC

Office #1: 275 Sacramento Street 8th Floor, San Francisco, CA 94111

RIA

CRD#: 146759

San Francisco, CA

Past

March 19, 2014 - April 24, 2015

FORESIDE FUND SERVICES, LLC

CRD#: 46106

New York, NY

Past

November 18, 2003 - December 10, 2014

OKLO FINANCIAL, LLC

RIA

CRD#: 127435

SAN RAFAEL, CA

Past

December 3, 2002 - January 31, 2013

AMERICAN INVESTORS COMPANY

CRD#: 38

SAN RAFAEL, CA

Past

January 28, 1998 - December 10, 2002

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

February 28, 1996 - May 1, 1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

CRD#: 14229

NORTHRIDGE, CA

Past

February 24, 1995 - February 16, 1996

BA INVESTMENT SERVICES, INC.

CRD#: 12965

OAKLAND, CA

Past

November 12, 1993 - February 22, 1995

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

February 5, 1992 - November 1, 1993

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

CRD#: 14229

NORTHRIDGE, CA

Past

June 23, 1988 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

CRD#: 10293

Past

June 23, 1988 - March 2, 1992

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 23, 1988 - March 2, 1992

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

California

Registered Investment Advisory firm - (10/28/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/17/2015)

IAR

Texas
(12/13/2023)

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

State Security Law Exam

Series 63

Date: 3/11/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/24/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 2/19/2014

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/26/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/22/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/11/1994

General Securities Principal Examination

Current Firm

FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

California

Registered Investment Advisory firm - (10/28/2008 Terminated)

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Contact information

Main Address

275 Sacramento Street 8th Floor, San Francisco, CA 94111

Mailing Address

Phone number

(415) 449-0570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORT POINT ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,413
AUM (Assets Under Management)	$ 2,002,678,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
11/20/2024	Cover Page	Report
04/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Mark A. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Allan Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORT POINT CAPITAL PARTNERS LLC

FORESIDE FUND SERVICES, LLC

OKLO FINANCIAL, LLC

AMERICAN INVESTORS COMPANY

WAMU INVESTMENTS, INC.

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BA INVESTMENT SERVICES, INC.

CITICORP INVESTMENT SERVICES

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

LINCOLN NATIONAL PENSION INSURANCE COMPANY

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

FORT POINT CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/11/1992

SIE

Date: 4/24/2015

Series 3

Date: 2/19/2014

Series 7

Date: 4/26/1993

Series 6

Date: 6/22/1988

Series 24

Date: 10/11/1994

Current Firm

FORT POINT CAPITAL PARTNERS LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORT POINT CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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