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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 Granville Leavitt is an Investment Advisor Representative at Enspire Wealth Management, LLC. Mark is a Registered Investment Advisor with licenses in California and Texas. Mark has been in the industry since 2001 and has worked with various organizations including Leavitt Wealth Management, LLC and Meritas Wealth Management. Mark also holds the Series 65 - Uniform Investment Adviser Law Examination. Mark's firm specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Mark currently manages approximately $95,876,128 in assets under management.
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.
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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CA
10/03/2023 - Present
Enspire Wealth Management, LLC (LARKSPUR CA)
IA
Issued 11/03/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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