Mark Largent, financial advisor Tempe AZ
93 score

Mark Largent

CRD Number: 1402886
Current Firm: Advice And Planning Services

Mark Largent (CRD# 1402886) is an Investment Advisor Representative working at Advice And Planning Services in Tempe, AZ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Tempe, AZ Nov 2006 - Current 10
Tiaa-cref Individual & Institutional Services, LLC Tempe, AZ Nov 2006 - Current 10
Unemployed Phoenix, AZ Jul 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Mark K. Largent
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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