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FREDERICK, MARK D.

CRD 138204

Visit website

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