Mark Molina, financial advisor Petaluma CA
93 score

Mark Molina

CRD Number: 6085048
Current Firm: Golden State Wealth Management, LLC

Mark Molina (CRD# 6085048) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Petaluma, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Golden State Wealth Management, LLC South Coast Metro, CA Oct 2016 - Current 1
Lpl Financial, LLC Petaluma, CA Oct 2016 - Current 1
Wells Fargo Advisors, LLC Santa Rosa, CA Aug 2014 - Oct 2016 2
Edward Jones St Louis, MO Jul 2012 - Aug 2014 2
Mariplosa County Unified School District Mariposa, CA Aug 2011 - Jul 2012 < 1
Ukiah Unified School District Ukiah, CA Jul 2010 - Aug 2011 1
San Jose Unified School District San Jose, CA Jul 2009 - Jun 2010 < 1
Petaluma City Schools Petaluma, CA Sep 2007 - Jun 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Mark C. Molina
Phone Number: 855.273.1563
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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