Mark
Pitre
California Financial Advisors
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About this Advisor
Mark Pitre is a certified financial planner working out of San Ramon, California with 25 years of relevant experience. Pitre is currently employed by California Financial Advisors. Pitre has gained experience at Lincoln National, Financial Telesis Inc, Maloon, Powers, Pitre & Higgins, LLC Dba Cfa and Foothill Securities. Pitre holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. California Financial Advisors is a company that has its headquarters in San Ramon, CA. It controls $2 billion in assets under management between its 3,122 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 3,122 accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees vary depending on which services the firm provides the client. However, fee types charged by California Financial Advisors likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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California Financial Advisors Brokerage Details
$1,489,945,325
11
3,122
$477,241
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Mark Pitre Work History
Mark has been registered as a financial advisor for 25 years.*
Maloon, Powers, Pitre & Higgins, LLC Dba Cfa
Foothill Securities
Financial Telesis Inc
Lincoln National
*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 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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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.
