Mark Zaifman (CRD# 5203009) is an Investment Advisor Representative working at Spiritus Financial Planning in Fort Bragg, CA and has over 17 years of experience in the finance industry.
CRD# 1356726
Lpl Financial LLC
CRD# 6313351
Golden State Wealth Management, LLC
CRD# 4619256
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Talent Acquisition Group, Inc./dba Spiritus Financial Planning | Windsor, CA | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2006 |
- CA
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts53ACCOUNTS
-
Average Account Value$1,517,010
- 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
- Other
CA
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