Mark Shoemaker, financial advisor Poterville CA

Mark Shoemaker

CRD Number: 2387450
Current Firm: Mariner Independent

Mark Shoemaker (CRD# 2387450) is an Investment Advisor Representative working at Mariner Independent in Poterville, CA and has over 30 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Porterville, CA Apr 2022 - Current 2
Mariner Independent Advisor Network, LLC Sacramento, CA Apr 2022 - Current 2
First Allied Advisory Services Schaumburg, IL Nov 2020 - Apr 2022 1
Pacific Wealth Strategies Group San Diego, CA Jun 2010 - Apr 2022 11
First Allied Securities, Inc. San Diego, CA Feb 2002 - Apr 2022 20
Mark Shoemaker- Self Employed Porterville, CA Jul 1993 - Apr 2022 28
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Nov 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
Disclosure Information

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
Contact Info for Mark C. Shoemaker
Phone Number: 650-571-1934
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,147
    MILLIONS
  • Total Number of Accounts
    27,977
    ACCOUNTS
  • Average Account Value
    $291,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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