Anthony Black, financial advisor Santa Barbara CA

Anthony Black

CRD Number: 5043431
Current Firm: Pensionmark Financial Group, LLC

Anthony Black (CRD# 5043431) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Sevenhills Cleveland Benefit Partners Bloomington, MN Jan 2018 - Current 3
Pensionmark Securities, LLC St. Paul, MN Sep 2017 - Current 4
Pensionmark Financial Group, LLC Santa Barbara, CA May 2015 - Current 6
Sevenhills Benefit Partners St. Paul, MN May 2012 - Dec 2017 5
Capfinancial Securities, LLC Raleigh, NC May 2015 - Sep 2017 2
Independent Financial Partners Tampa, FL Sep 2014 - May 2015 < 1
Lpl Financial Saint Paul, MN Aug 2014 - May 2015 < 1
Financial Telesis Inc. San Rafael, CA May 2012 - Aug 2014 2
Securian Financial Services St Paul, MN Oct 2005 - May 2012 6
Minnesota Life Insurance Company St Paul, MN Jun 2004 - May 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S66 NASAA Uniform Combined State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Anthony J. Black
Phone Number: 888-201-5488
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    24,241
    MILLIONS
  • Total Number of Accounts
    5,778
    ACCOUNTS
  • Average Account Value
    $4,195,428
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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