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MK

Mark E. Kilbride

CETERA INVESTMENT ADVISERS
FORT WALTON BEACH, FL 32547
Some features on this profile are disabled
CRD#: 4187411
MK

Professional summary

Mark Edward Kilbride is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Walton Beach, Florida and CETERA INVESTMENT SERVICES LLC located in Niceville, Florida.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Mark has worked at 12 firms and has passed the Series 63, Series 65, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Kilbride'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

February 20, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 838 Eglin Parkway Ne, Fort Walton Beach, FL 32547
RIA
CRD#: 105644
FORT WALTON BEACH, FL
Current

December 6, 2024 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 4558 Fl-20, Niceville, FL 32578Office #2: 180 Main Street, Destin, FL 32541Office #3: 838 Eglin Parkway Ne, Fort Walton Beach, FL 32547Office #4: 1127 Industrial Drive, Crestview, FL 32539
BD
CRD#: 15340
NICEVILLE, FL
Past

December 10, 2021 - December 6, 2024

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Fort Walton Beach, FL
Past

December 2, 2021 - December 6, 2024

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Fort Walton Beach, FL
Past

August 6, 2018 - December 2, 2021

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
FORT WALTON BEACH, FL
Past

July 25, 2018 - December 2, 2021

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
FORT WALTON BEACH, FL
Past

June 14, 2018 - July 23, 2018

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Carmel, IN
Past

April 19, 2016 - July 23, 2018

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Carmel, IN
Past

August 22, 2014 - May 11, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Shorewood, IL
Past

February 22, 2012 - December 31, 2014

KLEAR FINANCIAL, INC.

RIA
CRD#: 161769
BATAVIA, IL
Past

July 21, 2011 - November 11, 2011

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

April 13, 2010 - June 8, 2011

ACCELERATED CAPITAL GROUP

BD
CRD#: 41270
COSTA MESA, CA
Past

June 19, 2009 - July 9, 2010

LONGVIEW FINANCIAL GROUP, INC

BD
CRD#: 38286
PALATINE, IL
Past

April 29, 2008 - January 20, 2009

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
NEW YORK CITY, NY
Past

November 22, 2004 - March 3, 2008

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

September 10, 2003 - December 1, 2004

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
INDIANAPOLIS, IN
Past

June 20, 2000 - December 1, 2004

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL

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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 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.
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
Alabama
(12/10/2024)
RR
Delaware
(12/12/2024)
RR
Florida
(12/9/2024)
IAR
Florida
(2/24/2025)
RR
Georgia
(12/9/2024)
RR
Illinois
(12/10/2024)
RR
Indiana
(12/10/2024)
RR
Louisiana
(12/11/2024)
RR
Maryland
(12/12/2024)
RR
South Carolina
(12/11/2024)
IAR
Texas
(2/20/2025)
RR
Texas
(2/25/2025)
RR
Virginia
(12/11/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/6/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/6/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
PREMIUM
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Contact information

Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Fort Walton Beach, FL 32547

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