Mark Mollon (CRD# 5907045) is an Investment Advisor Representative working at Csp Financial Group LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Csp Financial Group LLC | Scottsdale, AZ | Jan 2021 - Current | 3 |
Legacy Builder Group | Upper Marlboro, MD | Jan 2008 - Current | 16 |
Lifetyme Financial Group, LLC | Phoenix, AZ | May 2014 - Jan 2021 | 6 |
Lifetyme Financial Advisors, LLC | Phoenix, AZ | Jan 2012 - Jan 2021 | 9 |
Lbg Financial Services | Bowie, MD | Jun 2008 - Dec 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2011 |
- CA
- DC
- FL
- GA
- LA
- MD
- MA
- NY
- NC
- SC
- TX
- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, DC, FL, GA, IA, LA, MA, MD, NC, NE, NH, NJ, NM, NV, NY, OK, PA, SC, TN, TX, VA, WA, WV
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