Mark P. Currier

WIPPLE CREEK

Vancouver, WA

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CRD#: 1888224

Professional summary

Mark Philip Currier, CFP®, who also goes by Skip Currier, is a registered financial advisor currently at WIPPLE CREEK, LLC located in Vancouver, Washington.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Mark has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Skip Currier

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Philip Currier's 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: 2004

Experience

Current

February 19, 2021 - Present

WIPPLE CREEK, LLC

RIA

CRD#: 311988

Vancouver, WA

Past

January 18, 2013 - March 1, 2021

TENBRIDGE PARTNERS LLC

RIA

CRD#: 159378

PORTLAND, OR

Past

January 18, 2013 - December 31, 2016

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

PORTLAND, OR

Past

July 6, 2010 - January 28, 2013

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PORTLAND, OR

Past

July 27, 2004 - July 27, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PORTLAND, OR

Past

July 6, 2004 - January 28, 2013

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PORTLAND, OR

Past

December 6, 2000 - June 24, 2004

OSAIC FA, INC.

RIA

CRD#: 3978

PORTLAND, OR

Past

November 16, 2000 - June 24, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

November 16, 2000 - June 24, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

September 1, 1999 - December 13, 2000

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

July 18, 1996 - July 1, 1999

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

December 22, 1988 - July 22, 1996

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

December 22, 1988 - July 22, 1996

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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

Oregon
(3/2/2021)

IAR

Texas
(3/7/2022)

IAR

Washington
(2/19/2021)

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

IAR

Series 65

Date: 10/12/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/17/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WIPPLE CREEK, LLC

CRD#: 311988 / SEC#:

Oregon

Registered Investment Advisory firm - (3/1/2021 Approved)

Texas

Registered Investment Advisory firm - (3/1/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (2/19/2021 Approved)

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Contact information

Main Address

Vancouver, WA

Mailing Address

Phone number

(360) 798-4107

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 26,064,673

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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Advisor Monitoring

Firm Stability Insights

Mark P. Currier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Philip Currier's CRS (Customer Relationship Summary).

Certified licenses

Experience

TENBRIDGE PARTNERS LLC

KMS FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

MML INVESTORS SERVICES, LLC

MONY SECURITIES CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/1999

Series 63

Date: 1/6/1999

SIE

Date: 12/31/2016

Series 7

Date: 9/20/1999

Series 6

Date: 12/17/1988

Current Firm

WIPPLE CREEK, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WIPPLE CREEK, LLC

TRUST BUT VERIFY

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