Mark Lechler (CRD# 5743376) is an Investment Advisor Representative working at Pacific Trust Wealth Management in Pasadena, CA and has over 10 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Esso Ventures, Llc Dba Pacific Trust Wealth Management | Pasadena, CA | Dec 2005 - Current | 18 |
| J.w. Korth & Company | Pasadena, CA | Apr 2011 - Feb 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
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- CA
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Total Assets Under Management1MILLIONS
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Total Number of Accounts3ACCOUNTS
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Average Account Value$362,935
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA
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