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Mark Fry

Mark Fry

Associate Financial Planner

Followers of Mark Fry303 followers
location of Mark FrySalt Lake City Metropolitan Area

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  • Timeline

  • About me

    Senior Relationship Director at Principal

  • Education

    • Brigham Young University

      -
      Bachelor of Science (B.S.) Family Financial Planning & Counseling

  • Experience

    • LANHAM ODELL & COMPANY, INC

      Jun 1986 - Oct 1988
      Associate Financial Planner

    • One Valley Bank

      Oct 1988 - Mar 1991
      Trust Officer

    • Comerica Bank

      Mar 1991 - Aug 1997
      Vice President

    • Victory Capital Management

      Aug 1997 - Dec 2002
      Director/Sr. Client Manager

    • Principal Financial Group

      Dec 2002 - now
      Senior Relationship Director

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      Certified Financial Planner Board of Standards
      Nov 1993
      View certificate certificate

    • FINRA Representative Securities License

      FINRA