Mark KandarianCRD Number: 1036615
Current Firm: Principal Securities, Inc.
Mark Kandarian (CRD# 1036615) is an Investment Advisor Representative working at Principal Securities, Inc. in Irvine, CA and has over 15 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Princor Financial Services Corporation||Irvine, CA||Mar 2014 - Current||3|
|Principal Life Insurance Company||Irvine, CA||Mar 2014 - Jun 2014||< 1|
|Succession-retirement Strategies & Solutions, Inc.||Newport Beach, CA||Dec 2007 - Mar 2014||6|
|Nfp Securities, Inc.||Austin, TX||Nov 2004 - Mar 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 2006|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV