ML
CFP
ML
CFP

Mark Lasseigne

18 Years of Experience
The Woodlands, TX

Mark Lasseigne is a CFP-designated registered investment advisor at Financial Cornerstones, LLC, based in The Woodlands, TX, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 67 clients with $81M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$81.0M

Fee Structure

Minimum Investment:$500K

Financial Cornerstones offers Comprehensive Portfolio Management services through wrapped accounts. Please refer to the firm’s Wrap Fee Program Brochure for more information regarding the fees and compensation for this service.

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Location

9400 Grogans Mill Rd., Suite 225, The Woodlands, TX, 77380

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Financial Cornerstones, LLC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2010 - October 2019 · 9 yrs 1 mo
Raymond James Financial Services, INC.Broker
September 2010 - October 2019 · 9 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
June 2007 - June 2009 · 2 yrs
State Registrations2 states
LATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.