ML
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Mark Joseph Langerman

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,928 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.0B

Fee Structure

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Location

9375 E. Shea Blvd, Suite 100, Scottsdale, AZ, 85260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is an insurance agent providing life, health, and accident insurance products since 2009, dedicating minimal time to this. He also serves as a board member for Pills Anonymous Works Service Office and Monterrey and Mountainview Neighborhood Association, spending minimal time on each.

Employment History
Current Registrations
Alpha Cubed Investments, LLC
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
Ascendant Advisors, LLC
February 2012 - January 2021 · 8 yrs 11 mos
Empowerment Financial Group
October 2010 - March 2022 · 11 yrs 5 mos
First Allied Securities, INC.
October 2010 - February 2011 · 4 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.