Mark Eckenweiler, financial advisor Newport Coast CA
93 score

Mark Eckenweiler

CRD Number: 6121135
Current Firm: Pensionmark Financial Group, LLC

Mark Eckenweiler (CRD# 6121135) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Newport Coast, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pensionmark Financial Group, LLC Santa Barbara, CA Sep 2017 - Current < 1
Sullivan Curtis Monroe Irvine, CA Mar 1988 - Current 30
Penniall & Associates, Inc. Pasadena, CA Sep 2012 - Jun 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Mark E. Eckenweiler
Phone Number: 888-201-5488
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,988
    MILLIONS
  • Total Number of Accounts
    3,170
    ACCOUNTS
  • Average Account Value
    $3,150,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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