Advisor at Mariner Advisor Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mariner Advisor Network
Location
Pine Grove, CA 95665
Credentials
CFP®
Industry experience
39 years
Flat fee may be charged for financial planning and consulting services depending on level of service.
Hourly consulting services provided, specific rates not stated in excerpt.
Account minimum: $5,000
Mariner Independent Advisor Network, LLC
2015 - Present (11 years)
LPL FINANCIAL
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
Jackson, CA
Edward Jones
Series 63, Series 66
Sutter Creek, CA
Edward Jones
CFP®, Series 65
Ione, CA
Hesperian Wealth
Series 63, Series 66
Jackson, CA
APS Investment Management Group
CFP®, Series 63
Pioneer, CA
Southland Equity Partners, Llc.
CFP®, Series 66
Sacramento, CA
LPL Financial
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