Mark Leonard Lechler

Employer firm

Pacific Trust Wealth Management CRD 147672

$1.16M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 12/2005 → Present
  Esso Ventures, Llc Dba Pacific Trust Wealth Management
  Pasadena, CA
• 04/2011 → 02/2017
  J.W. Korth & Company
  Pasadena, CA

Other Businesses

Janus Investment AG; Investment Related: Yes; same office location; Trader; 40 hrs/month during trading; bond consulting company, reviews newly issued bonds and makes suggestions on purchases.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-16

Other Names

• Mark Lechler