CA Insurance License # 0696404
Mark Cohen has been a financial advisor since 1986. He developed an investment philosophy and discipline early in his professional career which has resulted in a consistent methodology and application.
Mark has worked at several major Wall Street firms including Morgan Stanley and Smith Barney. His 20+ years of experience has provided him a view of the inner workings and operations of the nation’s large brokerage firms, including the strengths and weaknesses of their products, investment platforms, technology, and marketing practices. He chose to align with LPL Financial, the nation’s largest independent broker/dealer* for the benefits he feels independence allows him to provide his clients, including objective research, unbiased investment advice and non-proprietary investment choices.
Mark’s insight into the complexities of asset management is derived from extensive experience managing large investment portfolios. "I have an education that can only be learned, it cannot be taught.," Mark stated. "Instincts, intuition and judgment are skills that are developed over time; they do not come from a book or a classroom."
Mark obtained his bachelor’s degree in Business Economics from the University of California, Santa Barbara in 1984, and an accounting degree from the University of California, Los Angeles in 1994.
* As reported by Financial Planning magazine, June 1996–2015, based on total revenue.
Mark Cohen is a Registered Representative with LPL Financial.