Mark C. Mckaig

CENTURION WEALTH MANAGEMENT

Mclean, VA 22102

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CRD#: 4149997

Professional summary

Mark Coleman Mckaig is a registered financial advisor currently at CENTURION WEALTH MANAGEMENT located in Mclean, Virginia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Mark has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.

As an IAR of Centurion Wealth Management, an SEC RIA since 5/2022, CWM also includes a Tax Practice. As of 4/2022, Coach for Beachbody - non investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Coleman Mckaig's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 20, 2022 - Present

CENTURION WEALTH MANAGEMENT

Office #1: 7901 Jones Branch Dr. Suite 810, Mclean, VA 22102

RIA

CRD#: 317929

Mclean, VA

Past

November 13, 2015 - May 20, 2022

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

McLean, VA

Past

November 13, 2015 - December 31, 2023

SPIRE SECURITIES, LLC

CRD#: 144131

MCLEAN, VA

Past

June 17, 2008 - November 30, 2015

XML SECURITIES

CRD#: 145589

FALLS CHURCH, VA

Past

January 4, 2008 - November 30, 2015

XML SECURITIES

RIA

CRD#: 145589

FALLS CHURCH, VA

Past

February 11, 2002 - December 31, 2007

LARA, SHULL & MAY, LTD

RIA

CRD#: 10556

FALLS CHURCH, VA

Past

January 25, 2002 - June 18, 2008

LARA, SHULL & MAY, LTD

CRD#: 10556

FALLS CHURCH, VA

Past

February 26, 2001 - January 8, 2002

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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".

CENTURION WEALTH MANAGEMENT

CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC

CRD#: 317929 / SEC#: 801-123007

RIA

Registered Investment Advisory firm - (1/7/2022 Approved)

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

Virginia
(5/20/2022)

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 66

Date: 7/27/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/16/2006

General Securities Principal Examination

Current Firm

CENTURION WEALTH MANAGEMENT

CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC

CRD#: 317929 / SEC#: 801-123007

RIA

Registered Investment Advisory firm - (1/7/2022 Approved)

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Contact information

Main Address

7901 Jones Branch Drive Suite 230, Mclean, VA 22102

Mailing Address

Phone number

(571) 765-1890

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWM ADV 2 - JANUARY 2025 (11/7/2025)

Regulatory assets under management

Total Number of Accounts	1,611
AUM (Assets Under Management)	$ 741,181,353

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Mark C. Mckaig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Coleman Mckaig's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE WEALTH MANAGEMENT, LLC

SPIRE SECURITIES, LLC

XML SECURITIES

XML SECURITIES

LARA, SHULL & MAY, LTD

LARA, SHULL & MAY, LTD

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

CENTURION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/27/2001

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2001

Series 24

Date: 6/16/2006

Current Firm

CENTURION WEALTH MANAGEMENT

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTURION WEALTH MANAGEMENT

TRUST BUT VERIFY

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