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Mark Wahlberg

SCS FINANCIAL PARTNERS LLC·BOSTON, Massachusetts
Unclaimed Profile
888 BOYLSTON STREET, BOSTON, MA 02199CRD# 6977736Firm CRD# 292471
01

About

Mark Wahlberg is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SCS FINANCIAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SCS FINANCIAL PARTNERS LLC
SCS FINANCIAL PARTNERS LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SCS FINANCIAL PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6977736
Firm CRD# 292471
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Wahlberg offer?
Mark Wahlberg specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Mark Wahlberg's credentials?
Mark Wahlberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Wahlberg located?
Mark Wahlberg is based in BOSTON, Massachusetts, working with SCS FINANCIAL PARTNERS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Mark Wahlberg charge for services?
Mark Wahlberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCS FINANCIAL PARTNERS LLC?
SCS FINANCIAL PARTNERS LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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