Unclaimed Profile

Mark James Sudol

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65CFPClean record26 years registeredTHE PLANNERS NETWORK, INC.

42145 LYNDIE LANE, TEMECULA, CA 92591CRD# 1114419Firm CRD# 108355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark James Sudol · TEMECULA, CA

Registration

CRD #1114419 · THE PLANNERS NETWORK, INC. · 26 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Aug 2019 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Nov 2016 – Aug 2019

Gardena, CA

THE SUDOL GROUP - WEALTH MANAGEMENT SPECIALISTS

Jan 2012 – Nov 2014

LAS VEGAS, NV

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Feb 2009 – Nov 2016

LAS VEGAS, NV

SAGEPOINT FINANCIAL, INC.

Oct 2005 – Feb 2009

GARDENA, CA

SUNAMERICA SECURITIES, INC.

Sep 2005 – Oct 2005

LAS VEGAS, NV

LINSCO/PRIVATE LEDGER CORP.

Aug 2005 – Sep 2005

LAS VEGAS, NV

THE HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

Feb 2000 – Nov 2005

LAS VEGAS, NV

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · February 28, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TEMECULA?

Browse all registered financial advisors in TEMECULA, California or claim this profile if it's yours.

Browse TEMECULA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark James Sudol offer?

Mark James Sudol specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEMECULA, California for a consultation.

What are Mark James Sudol's credentials?

Mark James Sudol holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark James Sudol located?

Mark James Sudol is based in TEMECULA, California, working with THE PLANNERS NETWORK, INC.. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does Mark James Sudol charge for services?

Mark James Sudol's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →