Mark BarenbaumCRD Number: 4540727
Current Firm: Woodbury Financial Services, Inc.
Mark Barenbaum (CRD# 4540727) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Phoenix, AZ and has over 15 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Woodbury Financial Services||Phoenix, AZ||Feb 2008 - Current||9|
|New England Securities||Phoenix, AZ||Aug 2002 - Feb 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV