← Back to searchVisit website
FREDERICK, MARK D.
CRD 138204
2999 DOUGLAS BLVD., SUITE 120, ROSEVILLE, CA, 95661, United States
Phone
916-781-8722
Fax
916-772-5761
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 150 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planning
All web addresses on file
Official SEC filing: View on IAPD