Mark Eisenstein
Mark Eisenstein is a registered investment advisor at Cetera Investment Advisers LLC, based in Medford, OR, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
835 Alder Creek Dr Ste B, Medford, OR, 97504
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark offers fixed life and annuities as an agent for Eisenstein Financial Services and is a registered rep and investment advisor representative. He also owns Dynamic Financial Partners, LLC, spending nearly full-time hours on financial services, and serves on the boards of the Children's Advocacy Center, AssetMark Advisory Board, and Asante Foundation Board.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
The Variable Annuity Marketing CompanyBroker
State Registrations13 states
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