Mark MolinaCRD 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.
Polaris Greystone Financial Group, LLC
Sherwood Investment Management
Taddei, Ludwig & Associates, Inc.
|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|
Total Assets Under Management545MILLIONS
Total Number of Accounts4,662ACCOUNTS
Average Account Value$116,903
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, KS, LA, NV, TN, TX, VA, WA
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