Mark Borough (CRD# 1778245) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Westlake Village, CA and has over 35 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orion-collaborative, Inc. | Westlake Village, CA | Oct 2020 - Current | 3 |
| Belpointe Asset Management, LLC | Greenwich, CT | Apr 2016 - Current | 8 |
| Belpointe Insurance, LLC | Greenwich, CT | Apr 2016 - Current | 8 |
| Tax Advisory Consortium, Inc. | Weslake Villiage, CA | Oct 2013 - Current | 10 |
| Borough Wealth Management | Weslake Villiage, CA | Jul 2009 - Current | 14 |
| Borough Annuity And Insurance Center, Inc. | Weslake Villiage, CA | Jan 2007 - Current | 17 |
| Total Advisor Network, LLC | Thousand Oaks, CA | Jun 2016 - Apr 2017 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1989 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
- CA
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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