Mark Lobdell is a registered investment advisor, based in Benicia, CA, with 46 years of industry experience.
Location
831 East 2nd Street Suite 202, Benicia, CA, 94510
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Regulatory History (2)
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Employment Separation After Allegations
March 2008Customer Dispute
February 2004Denied
Other Business Activities
Mark is a financial professional at Lobdell & Lane Wealth Management since 2020, operating as a DBA for financial services. This takes about 10-20% of his time, all during trading hours.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.
April 2008 - July 2012 · 4 yrs 3 mos
First Allied Securities, INC.Broker
April 2008 - September 2022 · 14 yrs 5 mos
UBS Financial Services INC.
August 2005 - April 2008 · 2 yrs 8 mos
UBS Financial Services INC.Broker
August 2005 - April 2008 · 2 yrs 8 mos
Morgan Stanley
July 1997 - August 2005 · 8 yrs 1 mo
Morgan Stanley Dw INC.Broker
November 1986 - August 2005 · 18 yrs 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
March 1985 - October 1986 · 1 yr 7 mos
Dean Witter Reynolds INC.Broker
June 1979 - March 1985 · 5 yrs 9 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
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.