Mary
Francisco
Pensionmark Financial Group, LLC
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About this Advisor
Mary Francisco is a financial advisor operating out of Santa Barbara, California who has 8 years of industry experience. Francisco is currently employed by Pensionmark Financial Group, LLC. Over the course of their career, Francisco has held roles at Lpl Financial, LLC, Independent Financial Partners, Pensionmark Financial Group Dba Pensionmark Wealth Management, Capfinancial Securities and Pensionmark Securities, LLC. Francisco maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Pensionmark Financial Group, LLC is a financial advisory business operating out of Santa Barbara, CA. The company has offices in 59 locations and a total of 244 employees. It oversees $27 billion in assets across its 7,380 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 142 charitable organizations. Of its 7,380 customer accounts, just 4% belong to high-net-worth investors who have more than $1 million in assets available to invest. Pensionmark Financial Group, LLC performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Pensionmark Financial Group, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mary Francisco Work History
Mary has been registered as a financial advisor for 8 years.*
Pensionmark Securities, LLC
Pensionmark Financial Group Dba Pensionmark Wealth Management
Capfinancial Securities
Lpl Financial, LLC
Independent Financial Partners
*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 Mary Francisco 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 Pensionmark Financial Group, LLC
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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.