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Mark Alan Bare

Mark Alan Bare

CFP®
GOLDEN PINE ADVISORY
PINEHURST, NC
·CRD# 5377749·19 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2013

Years of Experience

19 years in the financial services industry

Current & Past Employments

GOLDEN PINE ADVISORY, LLC·CRD# 332248
RIA
293 Olmsted Blvd Suite 11b - 7, Pinehurst, NC 28374
March 16, 2026 - Present
WEALTHSHIELD PARTNERS, LLC·CRD# 169584
RIA
Pinehurst, NC
November 14, 2017 - April 17, 2026
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Pinehurst, NC
May 12, 2008 - November 14, 2017
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Pinehurst, NC
May 12, 2008 - November 14, 2017
EDWARD JONES·CRD# 250
RIA
Pinehurst, NC
September 14, 2007 - March 13, 2008
EDWARD JONES·CRD# 250
BD
Pinehurst, NC
August 24, 2007 - March 13, 2008

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Current Firm

GP
GOLDEN PINE ADVISORY, LLC

GOLDEN PINE ADVISORY, LLC

CRD#: 332248
North Carolina
Registered Investment Advisory firm - North Carolina (4/20/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (3/5/2026 Conditional Restricted)

Contact Information

Main Address

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

Phone Number

(910) 295-2321

# of Employees

3

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. Licensed to sell life and health insurance, however does not engage in product sales. His insurance license is maintained in order to advise on insurance during the financial planning process.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Nov 2017About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Sep 2009About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Aug 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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Mark Alan Bare
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