Mark CohenCRD Number: 1410342
Current Firm: Westside Investment Management, Inc.
Mark Cohen (CRD# 1410342) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Santa Monica, CA and has over 27 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Westside Investment Management, LLC||Santa Monica, CA||Jul 2010 - Current||7|
|Lpl Financial, LLC||Santa Monica, CA||Jul 2009 - Current||8|
|Morgan Stanley Smith Barney||Beverly Hills, CA||Jun 2009 - Jul 2009||< 1|
|Morgan Stanley & Company, Incorporated||Beverly Hills, CA||Apr 2007 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1990|
|S65||NASAA Investment Advisors Law Examination||May 1995|
Total Assets Under Management360MILLIONS
Total Number of Accounts797ACCOUNTS
Average Account Value$451,919
- 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
- Selection of other advisers (including private fund managers)
CA, HI, NV, OK, TX