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Mark Thon
| Address: |
9870 Research Drive, 1st FloorIrvine, CA 92618 |
| Phone: |
(949) 336-6080 |
| Toll Free: |
(800) 895-8388
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| Fax: |
(949) 788-1876 |
| Email: |
mthon@securitiesamerica.com |
_____________________________________________ CWA Local(s) Served:9505 - Retired Members Council Seminars:For a listing of upcoming retirement workshops CLICK HERE Forms:CWA Retirement Planning Review Questionnaire - CLICK HERE401(k) Allocation Analysis Questionnaire - CLICK HEREAsset Allocation and Risk Questionnaire - CLICK HERE Executive Profile: Mark Thon started in the retirement planning business in 1982. He has appeared on television and radio as an authority on self-directed retirement plans. As well, Mark has designed and presented 2-3 hour continuing education courses for C.P.A.s on technical issues affecting IRAs and IRA rollovers. He maintains series 7, 24, 63 and 65 licenses along with a Life and Disability California insurance license (CA Insurance License #0A72682). Mark is also a Registered Investment Advisor Representative with Securities America Advisors, Inc. Personally, he resides with his wife and daughter in Huntington Beach, California. When not in a suit and tie, he can be found in the ocean, on the slopes or in the garden. Mark Thon is a member of the Coghlan Financial Group Network ______________________________________________________________________________ Securities available in the following states: AR, AZ, CA, CO, IL, MD, MO, NJ, OH, TX, VA, WAInvestment Advisory Services available in the following states: CA, TXInsurance available in the following states: CA, CO, LA, MO, NJ, TX
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Securities offered through Securities America, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Mark Thon, Registered Representative, CA Insurance License #0A72682. Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisory Firm. Mark Thon, Registered Investment Advisor Representative. The Coghlan Financial Group Network and the Securities America companies are separate entities and are not affiliated with, retained,nor endorsed by AT&T or the CWA. |
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