Mark
Harris

Mariner Wealth Advisors

CRD#6829418
Investment Advisor
in Los Angeles, CA

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About this Advisor

Mark Harris is a certified financial planner who works in Los Angeles, California who has 1 year of relevant experience. Harris is an employee of Mariner Wealth Advisors. During their career, the advisor has held roles at Adviceperiod, LLC, Apollo Jets, Ironwood Capital Management, Thomaco Property Management Company/Thomason Development Company, University Of California - Los Angeles, Northgate High School, Mariner Wealth Advisors and Mariner Platform Solutions. Harris maintains a Series 65 license, certifying them as an investment advisor representative, and can serve investors in California. Mariner Wealth Advisors is a financial advisory business operating out of Leawood, KS. It has offices in 68 locations and a total of 1,465 employees. It administers $66 billion in assets under management between its 112,465 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 128 charities and foundations. Of its 112,465 accounts, 34% are held by high-net-worth investors who have more than $1 million in investable assets. The business performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by Mariner Wealth Advisors likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2121 Avenue Of The Stars Suite 2400
Los Angeles, CA 90067

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$65,874,566,238

CA Average: $2,243,162,756
Total Number of Employees

1,465

CA Average: 44
Total Number of Accounts

112,465

CA Average: 4,091
Average Account Size

$585,734

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Mark Harris Work History

Mark has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mariner Wealth Advisors

2022 - Present (2 years)

Mariner Platform Solutions

2017 - 2022 (5 years)

Adviceperiod, LLC

2015 - 2016 (1 year)

Apollo Jets

2015 - 2015 (< 1 year)

Ironwood Capital Management

2014 - 2014 (< 1 year)

Thomaco Property Management Company/Thomason Development Company

2013 - 2017 (4 years)

University Of California - Los Angeles

2009 - 2013 (4 years)

Northgate High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Harris 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 Wealth Advisors

Herbert Pease
Danville, CA
Russell Pixler
Sioux Falls, SD
Ashton Lawrence
Greenville, SC
Niza Oun-Nguyen
Irvine, CA
Michelle Freres
Littleton, CO
Michael Mcandrews
Tulsa, OK
Kayla Creamer
Plano, TX
Shaun Newkirk
Leawood, KS

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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