Mark
Pitre
California Financial Advisors
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About this Advisor
Mark Pitre is a financial advisor based in San Ramon, California, working with California Financial Advisors. Mark has previously held positions at Lincoln National, Financial Telesis Inc, Maloon, Powers, Pitre & Higgins, LLC Dba Cfa, and Foothill Securities. 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 California Financial Advisors, which operates out of San Ramon, California. The firm has 11 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at California Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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California Financial Advisors Brokerage Details
$1,739,370,943
11
1,490
$1,167,363
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Mark Pitre Work History
Maloon, Powers, Pitre & Higgins, LLC Dba Cfa
Foothill Securities
Financial Telesis Inc
Lincoln National
Disclosures
Please visit the SEC profile of Mark Pitre 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 California Financial Advisors
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
San Ramon, CA
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