Mark A. Bare

GOLDEN PINE ADVISORY

PINEHURST, NC 28374

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CRD#: 5377749

Professional summary

Mark Alan Bare, CFP® is a registered financial advisor currently at GOLDEN PINE ADVISORY, LLC located in Pinehurst, North Carolina.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Mark has worked at 4 firms and has passed the Series 66, SIE, Series 31 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 Alan Bare'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: 2013

Experience

Current

March 16, 2026 - Present

GOLDEN PINE ADVISORY, LLC

Office #1: 293 Olmsted Blvd Suite 11b - 7, Pinehurst, NC 28374

RIA

CRD#: 332248

PINEHURST, NC

Past

November 14, 2017 - April 17, 2026

WEALTHSHIELD PARTNERS, LLC

RIA

CRD#: 169584

Pinehurst, NC

Past

May 12, 2008 - November 14, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PINEHURST, NC

Past

May 12, 2008 - November 14, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PINEHURST, NC

Past

September 14, 2007 - March 13, 2008

EDWARD JONES

RIA

CRD#: 250

PINEHURST, NC

Past

August 24, 2007 - March 13, 2008

EDWARD JONES

CRD#: 250

PINEHURST, NC

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

North Carolina
(4/20/2026)

IAR

Texas
(3/16/2026)

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: 9/7/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/21/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/23/2007

General Securities Representative Examination

Current Firm

GOLDEN PINE ADVISORY, LLC

CRD#: 332248 / SEC#:

Texas

Registered Investment Advisory firm - (3/5/2026 Conditional Restricted)

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Contact information

Main Address

293 Olmsted Blvd Suite 11b - 7, Pinehurst, NC 28374

Mailing Address

Phone number

(910) 295-2321

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Mark A. Bare

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Alan Bare's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDEN PINE ADVISORY, LLC

WEALTHSHIELD PARTNERS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 9/7/2007

SIE

Date: 11/14/2017

Series 31

Date: 9/21/2009

Series 7

Date: 8/23/2007

Current Firm

GOLDEN PINE ADVISORY, LLC

Contact information

Documents

Red Flags

Company Information

GOLDEN PINE ADVISORY, LLC

TRUST BUT VERIFY

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