Mark P. Collinsworth

ANCHOR & OAK WEALTH ADVISORS

COLLIERVILLE, TN

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CRD#: 4422660

Professional summary

Mark Paul Collinsworth, who also goes by Mark Paul Collinsworth, is a registered financial advisor currently at ANCHOR & OAK WEALTH ADVISORS, LLC located in Collierville, Tennessee.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Mark has worked at 7 firms and has passed the Series 66, Series 87 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Mark Paul Collinsworth

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.

Mr. Mark P. Collinsworth is the CEO for Vere Global Insurance Group, LLC, an insurance agency located at 1288 Marsh Springs, Collierville TN 38107. Mr. Collinsworth's responsibilities include administration and oversight of the business. Start date with business : 2018-03-01 Hours devoted to business during trading hours : 1 Hours devoted to business outside trading hours : 1 Percentage of total yearly compensation expected to be derived from the business : 3. Gjallarhorn Capital Inc; investment related: Yes; Location of the business: 1288 Marsh Springs Ln, TN 38017; Description of the business: Gjallarhorn Capital Inc is the General Partner for a incubator hedge fund.; Position Title: Chief Excutive Investment Officier; Responsibilities Duties: portfolio management and research; Start date with business: 2019-11-29; Hours devoted to business during trading hours: 3; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 3. Mimir's Well LP; investment related: Yes; Location of the business: 1288 Marsh Springs Ln TN 38017; Description of the business: Incubator Hedge Fund to develop track record. ; Position Title: Senior Portfolio Manager; Responsibilities Duties: portfolio management and research; Start date with business: 2019-11-29; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0.Mimir's Well LP is a incubator hedge fund to develop a track record. No client money will be invested during the incubator stage just personal money until a track record is developed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Paul Collinsworth'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

June 26, 2026 - Present

ANCHOR & OAK WEALTH ADVISORS, LLC

RIA

CRD#: 342544

COLLIERVILLE, TN

Past

October 28, 2024 - August 10, 2026

GLOBAL INVESTMENT ADVISORY

RIA

CRD#: 310305

Collierville, TN

Past

April 21, 2011 - December 31, 2013

FORTITUDE ADVISORY GROUP L.L.C.

RIA

CRD#: 116083

GIG HARBOR, WA

Past

March 16, 2011 - December 31, 2013

ARGENTUS SECURITIES, LLC

CRD#: 45915

COLLIERVILLE, TN

Past

February 16, 2011 - May 2, 2011

OAKVIEW CAPITAL MANAGEMENT, L.P.

RIA

CRD#: 144877

DALLAS, TX

Past

September 9, 2010 - August 8, 2025

VERE GLOBAL WEALTH MANAGEMENT

RIA

CRD#: 154312

COLLIERVILLE, TN

Past

August 30, 2001 - March 26, 2009

STANFORD GROUP COMPANY

RIA

CRD#: 39285

MEMPHIS, TN

Past

August 7, 2001 - March 26, 2009

STANFORD GROUP COMPANY

CRD#: 39285

MEMPHIS, TN

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

Tennessee
(6/26/2026)

IAR

Texas
(7/1/2026)

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: 8/29/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 87

Date: 10/1/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 8/6/2001

General Securities Representative Examination

Current Firm

ANCHOR & OAK WEALTH ADVISORS, LLC

CRD#: 342544 / SEC#: 801-136471

RIA

Registered Investment Advisory firm - (6/12/2026 120-Day Approval)

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Contact information

Main Address

221 South Collier Blvd, Suite 202, Marco Island, FL 34145

Mailing Address

Phone number

(516) 662-2546

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANCHOR & OAK WEALTH ADVISORS, LLC (5/12/2026)

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

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Mark P. Collinsworth

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Paul Collinsworth's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL INVESTMENT ADVISORY

FORTITUDE ADVISORY GROUP L.L.C.

ARGENTUS SECURITIES, LLC

OAKVIEW CAPITAL MANAGEMENT, L.P.

VERE GLOBAL WEALTH MANAGEMENT

STANFORD GROUP COMPANY

STANFORD GROUP COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 8/29/2001

Series 87

Date: 10/1/2004

Series 7

Date: 8/6/2001

Current Firm

ANCHOR & OAK WEALTH ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ANCHOR & OAK WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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