Mark Edward Labash

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1996 → 05/2021
  Avantax Investment Services, Inc.
  Chatsworth, CA
• 12/2005 → 05/2021
  Avantax Advisory Services
  Chatsworth, CA
• 02/1995 → Present
  Me Labash Tax And Financial
  Chatsworth, CA
• 05/2021 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2021 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/1997 → Present
  Me Labash Tax And Financial
  Chatsworth, CA

Previous Registrations

• 2005-12-12 → 2021-05-18
  Avantax Advisory Services
  Chatsworth, CA

Other Businesses

1) ME LABASH TAX AND FINANCIAL, BRANCH ADDRESS SAME AS REGISTERED BRANCH, OWNER, ENROLLED AGENT, TAX PREPARATION, ACCOUNTING AND TAX CONSULTING, 20H/WEEK, SINCE 02/1995 2) ME LABASH TAX AND FINANCIAL, INVESTMENT RELATED, DBA FOR INVESTMENTS, ADDRESS SAME AS REGISTERED BRANCH, FINANCIAL PROFESSIONAL, 20H/WEEK, SINCE 01/1997 3) MOUNTAIN VIEW ESTATES HOMEOWNERS ASSOCIATION, NOT INVESTMENT RELATED, CHATSWORTH, CA, PRESIDENT, HOLD QUARTERLY MEETINGS, VOTE FOR CHANGES TO SUBDIVISION, 1H/WEEK, SINCE 01/2020

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-03
• S63 Uniform Securities Agent State Law Examination
  1997-01-03

Other Names

• Mark Edward Labash