Mark Laughton (CRD# 5736183) is an Investment Advisor Representative working at Global Retirement Partners LLC in Watsonville, CA and has over 8 years of experience in the finance industry.
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 5011191
Raymond James Financial Services Advisors, Inc.
CRD# 6737880
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | San Rafael, CA | Aug 2022 - Current | 1 |
| Quintes Financial Services, LLC | Salinas, CA | Oct 2016 - Current | 7 |
| Quintes Administrative And Insurance Services, Inc. | Salinas, CA | Jan 2016 - Current | 8 |
| Voya Financial Advisors, Inc. | Salinas, CA | Feb 2016 - May 2016 | < 1 |
| Hayashi & Wayland Investment Services, Inc. | Salinas, CA | Aug 2014 - Dec 2015 | 1 |
| Hayashi & Wayland Administrative And Insurance Services, Inc. | Salinas, CA | Feb 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CA
- NY
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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