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ML

Mark E. Larson

AMERICAN GLOBAL WEALTH MANAGEMENT
Mcdonough, GA 30253
Some features on this profile are disabled
CRD#: 2085033
ML

Professional summary

Mark Edward Larson, who also goes by Mark E Jr Larson, Mark Edward Larson Jr, is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.

Mark is registered as a RR (Registered Representative) and started their career in finance in 1990. Mark has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mark E Jr Larson | Mark Edward Larson Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mark Edward Larson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 4, 2026 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Ave., Mcdonough, GA 30253
BD
CRD#: 7388
Mcdonough, GA
Past

July 29, 2021 - December 31, 2021

CAPE SECURITIES INC.

BD
CRD#: 7072
MCDONOUGH, GA
Past

January 2, 2008 - December 31, 2025

FIRST ASSET FINANCIAL INC.

BD
CRD#: 139107
SALINA, KS
Past

July 1, 2004 - December 31, 2007

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
LISLE, IL
Past

October 1, 1999 - December 31, 2007

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
LISLE, IL
Past

September 8, 1995 - September 29, 1999

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
ELMHURST, IL
Past

April 7, 1995 - December 22, 1995

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

November 1, 1993 - April 5, 1995

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

September 4, 1991 - October 22, 1993

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

September 24, 1990 - September 24, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(1/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/26/2000
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/17/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 11/29/1990
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/1990
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AG
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION

CRD#: 7388 / SEC#: , 8-21584

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Phone number
(770) 400-9862
Established
Wisconsin since 02/25/1977
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INC.OWNER
CIANTRO, PHILIPFINOP2350685
FAULK, RACHELCHIEF COMPLIANCE OFFICER7712313
MAY, JAMES DAVIDVP OF REPRESENTATIVE AND CLIENT RELATIONS1601422
WEBB, JAMES RANDALLCEO2089446
WEBB, JAMES RANDALLCHIEF OPERATIONS OFFICER2089446
WEBB, JAMES RANDALLPRESIDENT2089446

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388Mcdonough, GA 30253

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