Mark Tracy Flowers
Investment adviser representative at Private Portfolios, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$293.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Private Portfolios, Inc.Oct 2012 to now
- Securities America, IncSep 2012 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Private Portfolios, Inc.
$293.5MAssets managed
267Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5717806
- Firm CRD
- 111905