Mark Silverman, CFE®
Tucson, Arizona, 85711
Member Since 2011
Mark Silverman is the President and Founder of Silverman + Associates; a Tucson-based firm focusing on helping senior adults grow and protect their assets. As a fully independent financial services firm, we are not restricted to any investment product or company, and work exclusively for the benefit of our clients. In fact, we serve in a fiduciary capacity to act in each of our client\'s best interests. We care deeply about helping our clients achieve their goals and objectives, and strive to provide them with the highest-quality service.
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Background Information
Years of Financial Experience
- 17
Education
- University of Arizona (BA)
Certifications and Designations
- CFE®
- Certified
Association Memberships
- The Heartland Institute of Financial Education
- Better Business Bureau
- Pima Councial on Aging
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Genworth
Types of Financial Reports
- Performance Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them annually
Registration & Licensing
- CRD/IARD Number: 2333409
- Securities Registrations: Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Silverman + Associates Wealth Management, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Derivatives, Currencies, REITs, Equity
Insurance Products
- Life, Fixed Annuity, Long-Term Care, Disability Income, Business, Long-Term Care Annuities
Visit Website - http://www.silverman-associates.com
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