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Mark David stuart Arblaster

First Foundation Advisors

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About Mark David stuart Arblaster

Mark David stuart Arblaster is a financial advisor at First Foundation Advisors. Mark has been with First Foundation Advisors since 1996. Mark has extensive experience in the financial services industry and has held previous positions at ASSOCIATED SECURITIES CORP., CAPITAL ANALYSTS, INCORPORATED, IDM SECURITIES CORPORATION, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Mark is a Certified Financial Planner and holds the Series 7 general securities representative license. Mark's expertise includes financial planning, portfolio management for individuals and investment companies, and selection of other advisors. Mark is registered to provide investment advisory services in California and Texas.

Firm Information

Mark Arblaster is currently registered with First Foundation Advisors. First Foundation Advisors is an investment advisor headquartered in Irvine, CA. The firm has been registered with the SEC since 2005 and manages over $5.25 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and investment companies. They offer financial planning, portfolio management, and selection of other advisors.
First Foundation Advisors

18101 VON KARMAN AVE

IRVINE, CA 92612-1051

$5.25B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mark Arblaster’s Registration & Firm History

CA

11/22/2013 - Present

First Foundation Advisors (IRVINE CA)

MA

11/23/1988 - 03/25/1996

ASSOCIATED SECURITIES CORP. (BOSTON MA)

OH

05/14/1987 - 11/19/1988

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

NA

02/26/1987 - 05/13/1987

IDM SECURITIES CORPORATION

MN

04/15/1987 - 05/01/1987

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark David stuart Arblaster.
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