Mark
Maxson

Citigroup Global Markets Inc

CRD#4058561
Investment Advisor
in Los Angeles, CA
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About this Advisor

Mark Maxson is a financial advisor in Los Angeles, California. Currently a registered advisor with Citigroup Global Markets Inc, Maxson has 11 years of work experience in the financial advisory industry. Maxson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Maxson is registered to work with investors based out of California. Over the course of their career, they have held roles at J.P. Morgan Securities Inc, Jpmorgan Chase Bank, Ssi Investment Management and Citigroup. Citigroup Global Markets Inc is headquartered in Los Angeles, California, and has 631 additional brick-and-mortar locations in the nation. Overall, Citigroup Global Markets Inc oversees $31 billion in assets throughout 43,518 client accounts and employs more than 8,126 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 20,508 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Citigroup Global Markets Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

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, Publication of periodicals or newsletters, Security ratings or pricing services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

Citi Private Bank 2029 Century Park East, Suite 4100
Los Angeles, CA 90067

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$31,374,581,061

CA Average: $7,464,549,021
Total Number of Employees

8,126

CA Average: 88
Total Number of Accounts

43,518

CA Average: 3,892
Average Account Size

$720,956

CA Average: $1,917,921

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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
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other

Mark Maxson Work History

Mark has 11 years of experience.

2016 - Present (3 years)

Citigroup

2010 - 2016 (6 years)

J.P. Morgan Securities Inc

2010 - 2016 (6 years)

Jpmorgan Chase Bank

2007 - 2010 (3 years)

Ssi Investment Management

Disclosures

Mark Maxson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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