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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 Myers is a financial advisor at American Money Management, LLC, a registered investment advisor firm. Mark has been in the financial industry since 2003 and holds a Series 6, 7, 63 and 65 license. Mark's experience includes working for WFG Investments, Inc. and VALIC Financial Advisors, Inc.. Mark specializes in working with high-net-worth individuals, individuals, and charitable organizations. The firm also specializes in providing financial planning and portfolio management services. Mark is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/14/2019 - Present
American Money Management, LLC (RANCHO SANTA FE CA)
CA
03/01/2013 - 02/02/2015
WFG INVESTMENTS, INC. (BRAWLEY CA)
CA
10/30/2009 - 12/07/2011
WFG INVESTMENTS, INC. (IMPERIAL CA)
MN
10/05/2009 - 10/20/2009
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
CA
03/28/2003 - 07/27/2009
VALIC FINANCIAL ADVISORS, INC. (IMPERIAL CA)
IA
Issued 10/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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