Mark Scott Dutram

Current Employers

Employment History

• 08/2003 → 05/2019
  Lpl Financial Llc
  Fort Walton Beach, FL
• 05/2019 → Present
  Private Client Services
  Destin, FL
• 05/2019 → Present
  Rfg Advisory, Llc
  Destin, FL

Previous Registrations

• 2007-12-11 → 2019-06-11
  Lpl Financial Llc
  Fort Mill, SC
  Fort Walton Beach, FL
  Ft Walton Beach, FL
  San Diego, CA
  Fort Walton Beach, FL
  Fort Walton Beach, FL
  Destin, FL
  Destin, FL
• 2005-11-10 → 2010-11-02
  Uvest Financial Services Group, Inc.
  Ft Walton Beach, FL
  Fort Walton Beach, FL
  Destin, FL
  Mary Esther, FL
  Fort Walton Beach, FL
  Fort Walton Beach, FL
  Ft. Walton Beach, FL

Other Businesses

1) BAYVIEW PRIVATE WEALTH. 1234 AIRPORT RD, SUITE 121, DESTIN, FL. DBA. FINANCIAL ADVISOR. 160 HOURS/MO; 140 DURING TRADING HOURS. 2) BIC CAPITAL LLC. 12 RIDGEWOOD, SANTA ROSA BEACH, FL. A PARTNER AND I FORMED THE COMPANY TO INVEST IN SPEC SFD BUILDING ANS SALES OPPORTUNITIES IN THE PANHANDLE OF FLORIDA. MY PARTNER AND I PROVIDE THE CAPITAL AND A BUILDER BUILDS THE PROPERTY AND WE SPLIT THE PRFITS. I HELP RESEARCH LOCATIONS AND HOUSE PLANS. 2 HOURS/MO; 0 DURING TRADING HOURS. 3) RFG ADVISORY. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. FINANCIAL ADVISOR. 160 HOURS/MO; 140 DURING TRADING HOURS. 4) EMERALD COAST ESTATE PLANNING COUNCIL. PO BOX 736, DESTIN, FL 32540. REGIONAL ESTATE PLANNING COUNCIL - NON PROFIT MEMBERSHIP ORGANIZATION. TREASURER AND BOARD MEMBER. MONITOR THE FINANCIAL STATEMENTS OF THE ORGANIZATION. 2 HOURS/MO; 0 DURING TRADING HOURS. TREASURER AND BOARD MEMBER. MNITOR THE FINANCIAL STATEMENTS OF THE ORGANIZATION. 2 HOURS/MO; 0 DURING TRADING HOURS. 5) DESTIN FIRE DISTRICT BOARD OF PENSIONS. AIRPORT ROAD, DESTIN, FL 32541. THE BOARD OF PENSIONS MONITORS AND MANAGES THE PENSOIN ASSETS FOR THE DESTIN FIRE CONTROL DISTRICT. THE PLAN HAS ABOUT $21M IN ASSETS. I SERVE AS A TRUSTEE ON THE 5 MEMBER BOARD WHO IS TASKED WITH THE RESPONSIBILITY TO OVERSEE THE PENSION PLAN AND FUND ASSETS. 2 HOURS/MO; 0 DURING TRADING HOURS. 6) FMT FINANCIAL EDUCATORS NETWORK. NORTH WEST FLORIDA COLLEGE, NICEVILLE, FL 32578. FINANCIAL EDUCATION COURSE FOR ADULTS THAT INCLUDES VARIOUS FINANCIAL TOPICS TO INCLUDE RETIREMENT PLANNING, INSURANCE, ESTATE PLANNING. 10 HOURS/MO; 0 DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-08
• S65 Uniform Investment Adviser Law Examination
  1999-10-27
• S63 Uniform Securities Agent State Law Examination
  1994-02-16

Other Names

• Mark Scott Dutram