Mark Giraud (CRD# 6114037) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Irvine, CA and has over 10 years of experience in the finance industry. Mark Giraud 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Securities, Inc. | Akron, OH | Jan 2024 - Current | < 1 |
| Valmark Advisors, Inc. | Akron, OH | Jan 2024 - Current | < 1 |
| Mark Giraud | Queen Creek, AZ | Jul 2013 - Current | 10 |
| United Planners' Financial Services | Scottsdale, AZ | Jul 2013 - Jan 2024 | 10 |
| Uncompromising Financial | Queen Creek, AZ | Sep 2022 - Dec 2023 | 1 |
| Uncompromising Financial | Huntington Beach, CA | Sep 2020 - Sep 2022 | 2 |
| Vantaquest | Seal Beach, CA | Jul 2013 - Sep 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- ID
- KS
- LA
- NC
- TX
- VA
- WA
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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