Mark David Alarie

Stirlingshire Investments

9 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Stirlingshire Investments

Compensation

Fee-Only (AUM)

Firm Size

24 advisors

Number of Clients

264 clients

Average Client Portfolio

$262K average

Assets Under Management

$69.2M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

Orlando, FL

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Mark sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Mark also uses his solo 401k to purchase, renovate, sell, or rent properties through Mark D. Alarie, LLC, dedicating about half of his time to this activity.