LPL Financial Advisor
Originally from Plymouth, Massachusetts, Mark Poitras moved to California where he worked his way through college. He has worked as a Financial Advisor for the past 18 years while his wife Nancy works in special education. As a Financial Advisor in Southern California, Mark believes in the highest ethical standards as a foundation for his work with his clients. Attention to detail, great empathy, and constant availability are symbols of his appreciation by his clients. Mark was thrilled to join Benchmark President David Schaper in 2009 where he is effectively supported by a team of administration, technology, and investment product specialists whose teamwork and professionalism help him build long term relationships with his client base and provide excellent customer service.
Mark is a proud recipient of California State University’s Bachelor of Science degree in Business and Finance. Mark holds the series 7 and series 66 registrations with LPL Financial, and the State of California Life Insurance license. Mark is happily married to his wife Nancy and has three sons. They live in Brea where the boys play water polo and soccer. Mark’s oldest son, who spent his younger years as an actor starring in two films, is now finishing his degree at UCLA. Away from the business, Mark is an avid motorcyclist and he also assists his older brother and sister in law with their animal rescue foundation called Eastwood Ranch.
2300 E Katella Ave, Suite 400
Anaheim, Ca 92806
Toll Free: 866-397-4916
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. The LPL registered representatives of Benchmark may only discuss securities or transact business with persons who are residents of Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Maine, Minnesota, Montana, Nevada, New York, North Carolina, North Dakota, New Mexico, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Washington.
CRPC conferred by The College for Financial Planning.
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