Mark Allen

from Access Softek Advisory Services
SEC regulated
Regulated Investment Advisor
Mark Allen is a financial advisor based in California, Berkeley, with 44 years of experience. Mark currently works for Access Softek Advisory Services. Mark maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mark Allen works at Access Softek Advisory Services
Access Softek Advisory Services is a financial advisory firm based in Berkeley, California. It currently has approximately $2,549,028 of assets under management and employs about 3 people. Access Softek Advisory Services uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
and a percentage of assets under your management
Office location
727 Allston Way, Suite C, Berkeley, California, 94710

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