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
David Camper (CRD# 2942105) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Roanoke, VA and has over 19 years of experience in the finance industry.
Mero Capo (CRD# 2361898) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Wexford, PA and has over 30 years of experience in the finance industry.
Jason Carmack (CRD# 2747728) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Katy, TX and has over 27 years of experience in the finance industry.
Philip Chao (CRD# 1048866) is an Investment Advisor Representative working at Chao & Company, Ltd. in Vienna, VA and has over 29 years of experience in the finance industry. Philip Chao has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Krista Chaves (CRD# 5628574) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Claire Chavez (CRD# 5128315) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Denver, CO and has over 14 years of experience in the finance industry.
Byron Clark (CRD# 2874549) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.
Matthew Cooper (CRD# 6435027) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Rogers, AR and has over 8 years of experience in the finance industry.
Maren Cuykendall (CRD# 5443469) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.
Scott Daniel (CRD# 3041288) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Little Rock, AR and has over 25 years of experience in the finance industry.