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# 1987375
Haven Capital Group
Score
103
CRD# 2417829
Independent Financial Partners
Score
101
CRD# 5238953
Brightpath Wealth Planning, LLC
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pensionmark Securities, LLC | Santa Barbara, CA | Sep 2017 - Current | < 1 |
| Pensionmark Financial Group, Llc Dba/ Cloudbreak Financial | Santa Barbara, CA | Jun 2016 - Current | 2 |
| Pensionmark Financial Group Dba Pensionmark Wealth Management | Santa Barbara, CA | Jul 2015 - Current | 2 |
| Capfinancial Securities | Raleigh, NC | Jul 2015 - Sep 2017 | 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 Management9,988MILLIONS
-
Total Number of Accounts3,170ACCOUNTS
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Average Account Value$3,150,698
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
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