MC
Mark A. Chandik
FDP WEALTH MANAGEMENT
Irvine, CA 92618
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CRD#: 1345075
MC
Professional summary
Mark Alan Chandik, AIF® is a registered financial advisor currently at FDP WEALTH MANAGEMENT, LLC located in Irvine, California and VALMARK ADVISERS, INC. located in Irvine, California.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Mark has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) FDP WEALTH WEALTH MANAGEMENT LLC; SAME ADDRESS AS ABOVE; INVESTMENT RELATED; START 1/2011; 240 HOURS PER MONTH DURING TRADING HOURS; MEMBER; CLIENT INVOLVEMENT; LLC IS A REGISTERED INVESTMENT ADVISOR FIRM PROVIDING INVESTMENT ADVICE, PLANNING AND CONSULTATION SERVICES TO ADVISORY CLIENTS; MEMBER AND AN INDEPENDENT ADVISOR REP OF THE RIA FIRM; COMPENSATION-DISTRIUTION AS A MEMBER AND FEES PAID BY CLIENTS TO IAR FOR ADVISORY SERVICES PROVIDED./// 2.) IRVINE C&R; 8841 RESEARCH DRIVE, SUITE 100, IRVINE, CA 92618; REAL ESTATE; NOT INVESTMENT RELATED; STARTED 2003; 1-2 HOURS PER MONTH; 0 DURING TRADING HOURS; MEMBER;CLIENT INVOLVEMENT; THE OTHER MEMBERS OF THE LLC ARE CURRENTLY SECURITIES AND ADVISORY CLIENTS, THIS LLC WAS FORMED PRIOR TO ANY EXISTING CLIENT RELATIONSHIP BEING ESTABLISHED; I AM A MEMBER OF THE LLC WHICH OWNS A COMMERCIAL BUILDING IN IRVINE AVAILABLE FOR OFFICE SPACE; NO COMPENSATION OR DISTRUBUTION ANNUAL K-1 LOSS./// 3.) NAME OF BUSINESS: FDP INSURANCE SERVICES,INC.; BUSINESS ADDRESS: 8841 RESEARCH DRIVE, #100, IRVINE, CL 92618; NATURE OF BUSINESS: INSURANCE & FINANCIAL SERVICES; INVESTMENT RELATED: YES; START DATE: 06/2012; HOURS PER MONTH: 240; HOURS DURING TRADING HOURS: 100%; POSITION: CEO; CLIENT INVOLVEMENT: YES; OPERATING ENTITY THAT ACCEPTS ALL COMMISSIONS RELATED TO INSURANCE/INVESTMENT SALES. MARKETING ORGANIZATION FOR INDIVIDUAL INSURANCE AND SECURITIES REPRESENTATIVES; DUTIES: CEO OF FIRM, IN CHARGE OF DIRECTION AND ACCOUNTING PRACTICES; COMPENSATION: W2 AND SHAREHOLDER DISTRIBUTION./// 4.) Author, 10 Financial Strategies for the Smart Investor: How to Avoid Common Mistakes and Build Lasting Wealth; INVESTMENT RELATED; WRITING A BOOK UNDER MY OWN NAME. BOOK WILL BE USED AS A MARKETING AND EDUCATIONAL TOOL FOR EXISTING AND POTENTIAL NEW CLIENTS; NO COMPENSATION OTHER THAN POSSIBLE BOOK SALES THROUGH AMAZON. WILL NOT BE SOLD TO CLIENTS/GIVEAWAY./// 4.) The Grand Monarch HOA; Dana Point, CA; President, HOA for 37 unit condo complex where I am an owner; Oversee operations of HOA, maintenance and repairs, collection of dues and annual budget; NOT Investment Related; Start Date 7/1/2023; Approximately 1-5 hrs. per month.///
CRS (Client Relationship Summary) - RIA
Click below to view Mark Alan Chandik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 11, 2011 - Present
FDP WEALTH MANAGEMENT, LLC
Office #1: 8841 Research Drive Suite 100, Irvine, CA 92618RIA
CRD#: 154597
Irvine, CA
Current
February 14, 2013 - Present
VALMARK ADVISERS, INC.
Office #1: 8841 Research Drive Suite 100, Irvine, CA 92618RIA
CRD#: 108050
IRVINE, CA
Current
October 21, 2010 - Present
VALMARK SECURITIES, INC.
Office #1: 8841 Research Drive Suite 100, Irvine, CA 92618BD
CRD#: 31243
Irvine, CA
Past
November 19, 2010 - November 3, 2011
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
IRVINE, CA
Past
July 3, 2008 - October 22, 2010
OSAIC FS, INC.
RIA
CRD#: 3870
IRVINE, CA
Past
August 7, 2000 - January 22, 2009
ALLIED PROFESSIONAL ADVISORS INC.
RIA
CRD#: 111830
SANTA ANA, CA
Past
February 1, 2000 - October 22, 2010
OSAIC FS, INC.
BD
CRD#: 3870
IRVINE, CA
Past
June 23, 1988 - February 11, 2000
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
November 6, 1986 - May 21, 1988
CONSOLIDATED RESOURCES, INC.
BD
CRD#: 13747
Past
March 5, 1985 - November 3, 1986
LOWRY FINANCIAL SERVICES CORPORATION
BD
CRD#: 7291
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/22/2011)
IAR
Arizona(3/29/2019)
RR
California(10/21/2010)
IAR
California(1/11/2011)
RR
Colorado(10/21/2010)
IAR
Florida(6/17/2019)
RR
Florida(7/15/2020)
IAR
Georgia(7/31/2019)
RR
Georgia(9/21/2023)
IAR
Idaho(3/29/2019)
RR
Indiana(1/4/2016)
IAR
Indiana(5/14/2019)
RR
Maryland(1/3/2022)
RR
Minnesota(8/6/2024)
IAR
Missouri(4/18/2022)
RR
Montana(6/8/2017)
IAR
Montana(4/1/2019)
RR
New York(4/30/2014)
IAR
New York(11/16/2022)
RR
North Carolina(10/21/2010)
IAR
North Carolina(3/29/2019)
RR
Oklahoma(8/6/2024)
IAR
Oregon(1/26/2021)
RR
Oregon(8/9/2024)
RR
South Carolina(11/22/2024)
RR
Tennessee(1/27/2021)
IAR
Texas(2/14/2013)
RR
Texas(10/24/2014)
RR
Utah(9/19/2014)
RR
Virginia(8/6/2024)
RR
Washington(6/26/2012)
IAR
Washington(3/29/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
