Mark R. Bourguignon
Professional summary
Mark Richard Bourguignon is a registered financial advisor currently at PROPRIETOR WEALTH MANAGEMENT INC. located in Larkspur, California.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mark has worked at 4 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Richard Bourguignon's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2016 - Present
PROPRIETOR WEALTH MANAGEMENT INC.
Office #1: 700 Larkspur Landing Circle Suite 199, Larkspur, CA 94939March 15, 2007 - December 31, 2015
FRANKLIN DISTRIBUTORS, LLC
March 31, 2000 - March 13, 2001
THOMAS WEISEL PARTNERS LLC
March 31, 1998 - March 7, 2000
PERSHING LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2016)
(3/10/2021)
Exams
Current Firm
PROPRIETOR WEALTH MANAGEMENT INC.
CRD#: 283137 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 111 |
| AUM (Assets Under Management) | $ 77,130,212 |
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
PROPRIETOR WEALTH MANAGEMENT INC.
CRD#: 283137Larkspur, CA 94939TRUST BUT VERIFY
Monitor Mark Bourguignon
Get automatic monthly alerts on:
