Casey
Marks
Mariner Independent
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About this Advisor
Casey Marks is a financial advisor based in Santa Barbara, California, working with Mariner Independent. Casey has previously held positions at Fidelity Brokerage Services LLC, Lpl Financial, LLC, Strategic Wealth Advisors Group, LLC, and Mariner Independent Advisor Network, LLC. Casey has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Casey is part of Mariner Independent, which operates out of Santa Barbara, California. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$8,146,610,014
184
27,977
$291,190
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Casey Marks Work History
Mariner Independent Advisor Network, LLC
Lpl Financial, LLC
Strategic Wealth Advisors Group, LLC
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Casey Marks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Independent
Sacramento, CA
San Jose, CA
Palo Alto, CA
Spokane, WA
Sacramento, CA
Stanford, CA
Sacramento, CA
Walnut Creek, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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