Mary Francisco (CRD# 1832319) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.
CRD# 6377908
Montecito Investment Strategies
Score
100
CRD# 1987375
Haven Capital Group
Score
103
CRD# 2417829
Independent Financial Partners
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pensionmark Financial Group | Santa Barbara, CA | Jul 2015 - Current | 2 |
| Capfinancial Securities | Raleigh, NC | Jul 2015 - Current | 2 |
| Independent Financial Partners | Santa Barbara, CA | Mar 2012 - Jul 2015 | 3 |
| Lpl Financial, LLC | Santa Barbara, CA | Feb 2012 - Jul 2015 | 3 |
| Bank Of America,na | Century City, CA | Sep 2009 - Feb 2012 | 2 |
| Merrill Lynch | Santa Barbara, CA | Dec 2001 - Feb 2012 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- CA
-
Total Assets Under Management8,080MILLIONS
-
Total Number of Accounts2,545ACCOUNTS
-
Average Account Value$3,174,995
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IN, MD, ME, MN, MO, MT, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA
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