Mark
Panfil
Aegis Capital Corp
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About this Advisor
Mark Panfil is a financial advisor based in Palos Verdes Peninsula, California, working with Aegis Capital Corp. Mark has previously held positions at RBC Capital Markets Corporation, Morgan Stanley Private Bank, National Association, Morgan Stanley, and Aegis Capital Corp. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Mark is part of Aegis Capital Corp, which operates out of Palos Verdes Peninsula, California. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,282,090,691
257
2,479
$517,181
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
Mark Panfil Work History
Aegis Capital Corp
Morgan Stanley
Morgan Stanley Private Bank, National Association
Rbc Capital Markets Corporation
Disclosures
Please visit the SEC profile of Mark Panfil 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 Aegis Capital Corp
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Northbrook, IL
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New York, NY
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