Mark Pitre, financial advisor San Ramon CA
96 score

Mark Pitre

CRD Number: 1961152
Current Firm: California Financial Advisors

Mark Pitre (CRD# 1961152) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 25 years of experience in the finance industry. Mark Pitre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Foothill Securities Burlingame, CA Aug 2014 - Current 2
Insurance Sales San Ramon, CA Dec 1998 - Current 18
Maloon, Powers, Pitre & Higgins, Llc Dba Cfa San Ramon, CA Jan 1998 - Current 18
Lincoln National Walnut Creek, CA Sep 1988 - Sep 2014 26
Financial Telesis Inc. San Ramon, CA Jun 1998 - Aug 2014 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
S65 NASAA Investment Advisors Law Examination Sep 1994
Contact Info for Mark A. Pitre
Phone Number: 925.275.1000
Firm Website: http://www.calfinad.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    943
    MILLIONS
  • Total Number of Accounts
    2,354
    ACCOUNTS
  • Average Account Value
    $400,600
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, ID, NV, NY, OK, OR, TX, UT, VA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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