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.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
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 |
- AZ
- CA
- NV
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, NV, TX
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