CPA, Registered Representative, Partner
Mark Whittaker graduated from Southern Utah University earning the Outstanding Student Award from the UACPA. He has served on committees for the Provo/Orem Chamber of Commerce, as well as on the Board of Directors for Westgate Town Home Owners Association. Mark received his “Retirement Planning Specialist Certificate” from the Wharton School at the University of Pennsylvania.
He specializes in personal and business financial planning. Mark is also credentialed a as “Qualified Plan Financial Consultant” (QPFC)-the credential for financial professionals who sell, advise, market or support qualified retirement plans, as well as holding licenses in securities and insurance products. He holds a series 6, 7 and 65 securities license; securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600); member FINRA, SIPC; and works with insurance and annuity products offered through AXA Network Insurance Agency of Utah, LLC and its affiliates. He is also licensed to sell insurance in Utah and Georgia; and registered to offer securities in both Utah and California.