Mark Saran, financial advisor Lake Forest IL

Mark Saran

CRD Number: 726113
Current Firm: North Shore Private Asset Management, LLC

Mark Saran (CRD# 726113) is an Investment Advisor Representative working at North Shore Private Asset Management, LLC in Lake Forest, IL and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
North Shore Private Asset Management Lake Forest, IL Oct 2014 - Current 9
Level Four Financial LLC Mobile, AL Oct 2014 - Current 9
Raymond James & Associate, Inc. Lake Forest, IL Aug 2007 - Oct 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1981
S66 NASAA Uniform Combined State Law Examination Feb 2002
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark F. Saran
Phone Number: 888-375-4918
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    349
    MILLIONS
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $992,821
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
  • Other
Types of Clients
Registered States

IL

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