Mark Lerfald

Description

Mark began his career as a financial advisor in 1984 and holds the FINRA Series 7, 63, and 65 Registrations through LPL Financial. Mark is also General Securities licensed and is an Investment Advisor Representative with LPL Financial. Separately, he is also licensed in Life and Health Insurance in Oregon. Prior to joining Future Planning Systems, Mark began his career at Dean Witter, Reynolds in 1984, has worked at major International and Regional wealth management firms, including 23 years with US Bancorp Investments and US Bancorp Piper Jaffray.

Business Hours