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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anton Groesbeck is a financial advisor with over 33 years of experience in the industry. He has been working for Lasalle St. Investment Advisors, LLC since December 2024. Mark is a Certified Financial Planner and a Chartered Financial Consultant. Mark is registered to provide investment advice in 23 states including Arizona, California, Colorado, Florida, and Texas. He provides financial planning services to a diverse clientele including high-net-worth individuals, corporations, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
12/20/2024 - Present
Lasalle ST. Investment Advisors, LLC (Daleville VA)
TX
10/07/2010 - 08/02/2013
WFG INVESTMENTS, INC. (HOUSTON TX)
TX
03/19/2009 - 10/04/2010
ABSHIER WEBB DONNELLY & BAKER, INC. (HOUSTON TX)
TX
05/14/1998 - 03/18/2009
STANFORD GROUP COMPANY (HOUSTON TX)
LA
02/10/1998 - 05/20/1998
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
GA
09/24/1987 - 04/09/1996
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
BC
Issued 10/26/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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