Pensionmark Financial Group, LLC
Pensionmark Financial Group, LLC (CRD# 208512) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $37,759,764,327 in 11,973 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management37,760MILLION
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Total Number of Accounts11,973ACCOUNTS
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Average Account Value$3,153,743
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Mark Scalera (CRD# 1196068) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Lebanon, NJ and has over 27 years of experience in the finance industry.
Robert Scherzer (CRD# 1872092) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 6 years of experience in the finance industry.
Christopher Schneeman (CRD# 1471731) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 37 years of experience in the finance industry.
Justin Scott (CRD# 5412879) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Allen, TX and has over 5 years of experience in the finance industry.
Horace Seely-Brown (CRD# 2921928) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in North Barrington, IL and has over 26 years of experience in the finance industry.
Alison Segall (CRD# 2788914) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.
Jeffrey Seymour (CRD# 2255321) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Saint Simons Island, GA and has over 25 years of experience in the finance industry.
Daniel Shapiro (CRD# 1651148) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry.
Barbara Sourjohn (CRD# 1566419) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Morrow, OH and has over 36 years of experience in the finance industry.
Joseph Stack (CRD# 2327449) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 30 years of experience in the finance industry.