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Mark M

Series 66

San Antonio, TX

Pine Valley Investments

Mark Magarian is a financial advisor at Pine Valley Investments with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. Outside of his advisory role, he co-owns two businesses with his spouse, MK Kids in Austin, TX, and Wild West Harley Davidson in Lubbock, TX, which sells motorcycles. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and offers services such as model portfolios and subadvisory arrangements.

Active portfolio management Options & derivatives strategies Private / alternative investments
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