Mark GermondCRD Number: 5378074
Current Firm: Centaurus Financial, Inc.
Mark Germond (CRD# 5378074) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Glendale, CA and has over 14 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Centaurus Financial, Inc.||Anaheim, CA||Nov 2019 - Current||2|
|Lpl Financial, LLC||Pasadena, CA||Sep 2016 - Nov 2019||3|
|Total Financial Resource Advisory, Inc.||Pasadena, CA||Oct 2007 - Sep 2016||8|
|First Allied Securities, Inc.||San Diego, CA||Dec 2007 - Aug 2016||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management4,564MILLIONS
Total Number of Accounts32,255ACCOUNTS
Average Account Value$141,501
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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