Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Bobin is a financial advisor with over 20 years of experience in the financial services industry. Mark is currently registered with Independent Financial Group, LLC. Prior to joining Independent Financial Group, LLC, Mark was a registered representative of LPL FINANCIAL CORPORATION. Mark also holds licenses in multiple states including California, Colorado, Indiana, Ohio, Texas, and Washington. Mark is dedicated to providing clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/23/2021 - Present
Independent Financial Group, LLC (ENCINITAS CA)
CA
04/15/2004 - 06/29/2010
LPL FINANCIAL CORPORATION (ENCINITAS CA)
PA
06/26/2002 - 03/08/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
02/07/2002 - 06/20/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
05/30/2001 - 02/15/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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