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About The Sudol Group |
| Company founder and president, Mark J. Sudol, CFP ®, CEP, has been operating as a financial professional since 1983! Mark spent over 30 years serving clients as a representative of two of the largest financial firms in the United States. Subsequently, Mark created the Sudol Group-Wealth Management Specialists to more effectively serve the financial needs of wealthy retirees in Southern California and Nevada. The Sudol Group operates as an independent financial services firm with no proprietary products to sell. We offer a full range of securites, direct participation programs, life insurance and variable annuities. The Sudol Group financial advisors have over 80 years of combined financial experience to provide comprehensive financial planning. |
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General Information |
| Years of Experience in Financial Services: |
30
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| Number of Years with Current Firm: |
9
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| Name of Broker/Dealer: |
National Planning Corporation
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Estate Planner
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| Securities Licenses: |
Series 7, Series 24, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability, Securities
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
Board of Advisors with Chamber of Commerce in the state of Nevada, Member with the American Academy Certified Estate Planners Association, International Board of Certified Financial Planners, Financial Planning Association and Planners Network.
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Flat Fee, Commissions
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