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Mark Thomas Petersen

PROSPERITAS FINANCIAL, LLC·VALENCIA, California
Unclaimed Profile
25060 AVENUE STANFORD, VALENCIA, CA 91355CRD# 7284509Firm CRD# 315768
01

About

Mark Thomas Petersen is a registered financial advisor based in VALENCIA, California, affiliated with PROSPERITAS FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROSPERITAS FINANCIAL, LLC
PROSPERITAS FINANCIAL, LLC
AUM
$392M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at PROSPERITAS FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7284509
Firm CRD# 315768
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Thomas Petersen offer?
Mark Thomas Petersen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VALENCIA, California for a consultation.
What are Mark Thomas Petersen's credentials?
Mark Thomas Petersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Thomas Petersen located?
Mark Thomas Petersen is based in VALENCIA, California, working with PROSPERITAS FINANCIAL, LLC. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.
How does Mark Thomas Petersen charge for services?
Mark Thomas Petersen'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 PROSPERITAS FINANCIAL, LLC?
PROSPERITAS FINANCIAL, LLC has approximately 15 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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