Mark Bourguignon, financial advisor Larkspur CA

Mark Bourguignon

CRD Number: 2973310
Current Firm: Proprietor Wealth Management Inc.

Mark Bourguignon (CRD# 2973310) is an Investment Advisor Representative working at Proprietor Wealth Management Inc. in Larkspur, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Proprietor Wealth Management Inc. Larkspur, CA Dec 2015 - Current 8
Legg Mason Investor Services, LLC San Francisco, CA Jan 2006 - Dec 2015 9
Clearbridge Investments LLC Ny, NY Jan 2006 - Dec 2015 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Mark R. Bourguignon
Phone Number: 415-569-7909
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $941,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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