Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Thomas Johnsen is an investment advisor representative at Wealth Architects, LLC. Mark has been in the industry since 1994. Mark is registered with the state of California and Texas. The firm specializes in providing financial planning, investment consulting, and portfolio management for individuals and businesses.
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.
Investment consulting
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.
1
2
CA
01/19/2011 - Present
Wealth Architects, LLC (MOUNTAIN VIEW CA)
NY
09/08/1994 - 07/07/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 09/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mark Johnsen is the right advisor for you? Invested Better is here to help.
