Mark Korson
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Sep 2022 to now
- TD AmeritradeJun 2020 to Sep 2022
- UnemploymentMar 2020 to Jun 2020
- Gamlin Whiskey HouseJun 2019 to Mar 2020
- Triumph Bar and GrillFeb 2019 to Aug 2019
- Narwhal's Urban Crafted IceFeb 2019 to Apr 2019
- UnemployedOct 2018 to Feb 2019
- Camp MarymountJul 2018 to Jul 2018
- AvataraMay 2018 to Aug 2018
- Midwest Valet ParkingSep 2017 to Oct 2018
- Saint Louis UniversityNov 2016 to May 2017
- Fort Wayne TincapsApr 2016 to Aug 2017
- Casa Grille RestaurantMar 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7268372
- Firm CRD
- 5393