Marks & Associates

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.




Team

Kristen Tharp

Kristen Tharp

Paraplanner

Qualifications

  • Lyon College, Bachelor of Science, Business Administration

  • Series 7 Licensed

  • Series 63 Licensed

  • Series 66 Licensed

  • AR Insurance License #20293380

  • Notary Public

Roles & Responsibilities

  • Advisor Support
  • Client Servicing
  • Money Movement Requests
  • Social Media & Marketing
  • CRM Updates & Reports
  • Trading
View more