Mark Choate, financial advisor Palos Verdes Estates CA

Mark Choate

CRD Number: 46027
Current Firm: Malaga Cove Capital, LLC

Mark Choate (CRD# 46027) is an Investment Advisor Representative working at Malaga Cove Capital, LLC in Palos Verdes Estates, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Malaga Cove Capital, LLC Palos Verdes Estates, CA Jul 2008 - Current 14
Retired Palos Verdes, CA Mar 2007 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination May 1991
Contact Info for Mark W. Choate
Phone Number: (310) 421-2141
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    276
    MILLIONS
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $557,371
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, OR, TN, TX, WA

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