Mark Sharifi, financial advisor Rancho Cucamonga CA

Mark Sharifi

CRD Number: 4865040
Current Firm: Legacy Investment Services, LLC

Mark Sharifi (CRD# 4865040) is an Investment Advisor Representative working at Legacy Investment Services, LLC in Rancho Cucamonga, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
4jj Rentals LLC Rancho Cucamonga, CA Jan 2020 - Current 4
Legacy Investment Services, LLC Rancho Cucamonga, CA Aug 2007 - Current 16
Jj Non-profit Rancho Cucamonga, CA Mar 2004 - Current 20
Legacy Financial And Insurance Services, LLC Rancho Cucamonga, CA Aug 2003 - Current 20
Legacy Business & Tax Services, LLC Rancho Cucamonga, CA Oct 2020 - Oct 2022 2
Gradient Securities, LLC Arden Hills, MN Mar 2016 - Feb 2017 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2007
S63 Uniform Securities State Law Examination May 2016
Contact Info for Mark B. Sharifi
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, NV, TX

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