Skip to main content
professional profile

Mark Anthony Halby, CFP

AgentIAR CA CRD 5536243 Last verified October 2026

Overview

Mark Anthony Halby is an insurance agent and an investment adviser representative based in CA, with 18 years in the industry.

Years in the industry
18
States registered
1
Carrier appointments
32
Exams passed
1

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

  • Registered in 1 state
  • Producer
  • Series 66

3 lines of authority, with every state and its dates

Firms

Employment history since 2009

Carriers

32 active carrier appointments

Book and practice

Firm assets under management on file

request a demo

See what we have on Mark

We'll walk you through the full profile and how to find more people like Mark.

Enter your first name.

Enter your last name.

Enter a work email, like you@firm.com.

Enter your company.

Sign in Request a demo