Mark Germond, financial advisor Glendale CA

Mark Germond

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Mark C. Germond
Phone Number: 714-456-1790
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,564
    MILLIONS
  • Total Number of Accounts
    32,255
    ACCOUNTS
  • Average Account Value
    $141,501
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
  • 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
Types of Clients
Registered States

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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