Mark Mollon, financial advisor Scottsdale AZ

Mark Mollon

CRD Number: 5907045
Current Firm: Csp Financial Group LLC

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.

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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
Contact Info for Mark V. Mollon
Phone Number: 480-600-9626
Firm Website: https://www.cspfgllc.com
Registered State(s):
  • CA
  • DC
  • FL
  • GA
  • LA
  • MD
  • MA
  • NY
  • NC
  • SC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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