Mark Generales, financial advisor Bonita Springs FL

Mark Generales

CRD Number: 854190
Current Firm: Southern Trust Financial Planning

Mark Generales (CRD# 854190) is an Investment Advisor Representative working at Southern Trust Financial Planning in Bonita Springs, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Southern Trust Financial Planning Bonita Springs, CA Jan 2010 - Current 11
Securities America Inc. Lavista, NE Oct 2009 - Current 11
Colonial Brokerage, Inc. Montgomery, AL May 2008 - Oct 2009 1
Melhado,flynn And Assoc. Bluffton, SC Dec 2004 - May 2008 3
Mortgage Network Hilton Head, SC Sep 2003 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
S65 NASAA Investment Advisors Law Examination Jan 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark D. Generales
Phone Number: 941-308-0041
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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