Mark
Berdan

Principal Securities, Inc

CRD#1704055
Investment Advisor
in San Diego, CA
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About this Advisor

Mark Berdan is a chartered financial consultant operating out of San Diego, California, with 31 years in the industry. Berdan works at Principal Securities, Inc. Berdan has gained experience at Berdan Benefits, Insurance & Financial Services, Princor Financial Services Corporation and Principal Life Insurance Company. Berdan holds a Series 63 license, certifying them as a securities representative, and is approved to work in California. Principal Securities, Inc is a financial advisory company operating out of San Diego, California. The investment advisory business has offices in 354 locations and a total of 1,687 advisors. It handles $6 billion in assets between its 28,235 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 30 charitable organizations. Of its 28,235 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the type of financial services provided. However, fees billed by Principal Securities, Inc can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

31 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

16776 Bernardo Center Dr Ste 203
San Diego, CA 92128

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

CA Average: $9,259,360,772
Total Number of Employees

1,603

CA Average: 166
Total Number of Accounts

31,797

CA Average: 7,189
Average Account Size

$192,151

CA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Mark Berdan Work History

Mark has 31 years of experience.

2003 - Present (16 years)

Berdan Benefits, Insurance & Financial Services

1998 - Present (21 years)

Principal Life Insurance Company

1987 - Present (32 years)

Princor Financial Services Corporation

Disclosures

Mark Berdan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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