Mark D. Wilson

MILE WEALTH MANAGEMENT

Irvine, CA 92618

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CRD#: 3044340

Professional summary

Mark Derral Wilson, CFP® is a registered financial advisor currently at MILE WEALTH MANAGEMENT located in Irvine, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mark has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Investment Planning

Estate Planning

Tax Planning

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

Estate & Generational Planning...

Hourly

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

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.

Mark Wilson is currently employed as president of CapGainsValet LLC. CapGainsValet provides consulting services as an independent contractor to local RIA firms. In Q4 of each year, CapGainsValet.com provides investment advisors and other investors publicly available information regarding mutual fund capital gains distributions. This activity accounts for approximately 20% of their time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Derral Wilson'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®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

May 24, 2017 - Present

MILE WEALTH MANAGEMENT

Office #1: 100 Spectrum Center Drive Suite 900, Irvine, CA 92618

RIA

CRD#: 288519

Irvine, CA

Past

September 18, 2006 - February 13, 2017

TARBOX FAMILY OFFICE, INC.

RIA

CRD#: 106079

NEWPORT BEACH, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(5/24/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/30/1998

Uniform Investment Adviser Law Examination

Current Firm

MILE WEALTH MANAGEMENT

MILE WEALTH MANAGEMENT | MILE WEALTH MANAGEMENT LLC

CRD#: 288519 / SEC#:

California

Registered Investment Advisory firm - (5/24/2017 Approved)

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Contact information

Main Address

100 Spectrum Center Drive Suite 900, Irvine, CA 92618

Mailing Address

Phone number

(949) 441-4410

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 106,229,023

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Mark D. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Derral Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILE WEALTH MANAGEMENT

TARBOX FAMILY OFFICE, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/1998

Current Firm

MILE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MILE WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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