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
Gradient Securities, LLC Arden Hills, MN Mar 2016 - Current 4
Legacy Investment Services, LLC Rancho Cucamonga, CA Aug 2007 - Current 13
Legacy Financial And Insurance Services, LLC Rancho Cucamonga, CA Aug 2003 - Current 17
Legacy Real Estate Financial, Inc. Rancho Cucamonga, CA Oct 2006 - Mar 2010 3
Gradient Securities, LLC Shoreview, MN Oct 2009 - Dec 2009 < 1
Bankers Life Brea, CA Sep 2007 - Jan 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Mark B. Sharifi
Phone Number: 909-948-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX

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