Markell StaffieriCRD Number: 5618766
Current Firm: First Allied Advisory Services, Inc.
Compensation Model: Fee Only
Markell Staffieri (CRD# 5618766) is an Investment Advisor Representative and Co-CEO / President of Financial Advisory Corporation, an Independent RIA registered with the SEC. Markell has over 7 years of experience in the finance industry and specializes in working with Small Business Owners to create efficiencies in the financial lives that can enable them to reach their goals.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jul 2012 - Current||5|
|First Allied Securites||San Diego, CA||Nov 2009 - Current||7|
|Financial Advisory Corporation||San Diego, CA||Jul 2008 - Current||9|
|San Dieguito Union High School District||Encinitas, CA||Mar 2009 - Dec 2009||< 1|
|Lincoln Financial Securities Corporation||San Diego, CA||Jan 2009 - Nov 2009||< 1|
|Markell Staffieri||San Diego, CA||Jul 2008 - Sep 2008||< 1|
|Philadelphia Eagles||Philadelphia, PA||Apr 2008 - Jul 2008||< 1|
|Unemployed||Provo, UT||Dec 2007 - Apr 2008||< 1|
|Brigham Young Universtiy||Provo, UT||Jan 2004 - Dec 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2009|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management4,440MILLIONS
Total Number of Accounts26,339ACCOUNTS
Average Account Value$168,585
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.