Mark
Cohen

About this Advisor

Mark Cohen is a financial advisor operating out of Santa Monica, California, who has been in the financial industry for 11 years. Cohen is currently employed by Westside Investment Management, Inc. Throughout their career, they have worked at Lpl Financial, LLC and Westside Investment Management, LLC. Cohen maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Westside Investment Management, Inc is an advisory firm based out of Santa Monica, California. The investment advisory business has offices in two locations and a total of eight financial advisors. It manages $627 million in total assets across its 1,053 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,053 accounts, 23% belong to high-net-worth clients who have more than $1 million in investable assets. The firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules are based on which services the firm provides the client. Fee types charged by Westside Investment Management, Inc can include some blend of asset-based, hourly and fixed fees.