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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Mark Alan Bare

Mark A. Bare

WEALTHSHIELD PARTNERS
Pinehurst, NC 28374
Some features on this profile are disabled
CRD#: 5377749
Mark Alan Bare

Professional summary

Mark Alan Bare, CFP® is a registered financial advisor currently at WEALTHSHIELD PARTNERS, LLC located in Pinehurst, North Carolina and 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).
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

November 14, 2017 - Present

WEALTHSHIELD PARTNERS, LLC

Office #1: 293 Olmsted Blvd 11b Suite 7, Pinehurst, NC 28374
RIA
CRD#: 169584
Pinehurst, NC
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

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

BD
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

BD
CRD#: 250
PINEHURST, NC

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".
WP
WEALTHSHIELD PARTNERS, LLC
CARILLON ADVISORS | XARTIS WEALTH ADVISORY GROUP | WEALTHSHIELD PARTNERS, LLC | WEALTHSHIELD PARTNERS | WEALTHSHIELD | WEALTH MANAGEMENT RESOURCES | WEALTH & FINANCIAL ADVOCATES GROUP, LLC | TINKER CAPITAL | ORG PARTNERS ADVISOR GROUP | ORG PARTNERS | ORG PAG | ORBIS WEALTH | MAINE ADVISORS | MADISON OAKS WEALTH PARTNERS | HICKS & ASSOCIATES WEALTH MANAGEMENT | HARBORVIEW INVESTMENTS | HARBORVIEW ADVISORS | GOLDEN PINE ADVISORY | EVERGREEN FINANCIAL SERVICES | EMERALD INVESTMENT PARTNERS, LLC | EMERALD ASSET MANAGEMENT, INC. | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP

CRD#: 169584 / SEC#: 801-78937

RIA
Registered Investment Advisory firm - (12/17/2013 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
North Carolina
(11/14/2017)
IAR
Texas
(3/16/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/7/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 9/21/2009
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 8/23/2007
General Securities Representative Examination

Current Firm

WP
WEALTHSHIELD PARTNERS, LLC
CARILLON ADVISORS | XARTIS WEALTH ADVISORY GROUP | WEALTHSHIELD PARTNERS, LLC | WEALTHSHIELD PARTNERS | WEALTHSHIELD | WEALTH MANAGEMENT RESOURCES | WEALTH & FINANCIAL ADVOCATES GROUP, LLC | TINKER CAPITAL | ORG PARTNERS ADVISOR GROUP | ORG PARTNERS | ORG PAG | ORBIS WEALTH | MAINE ADVISORS | MADISON OAKS WEALTH PARTNERS | HICKS & ASSOCIATES WEALTH MANAGEMENT | HARBORVIEW INVESTMENTS | HARBORVIEW ADVISORS | GOLDEN PINE ADVISORY | EVERGREEN FINANCIAL SERVICES | EMERALD INVESTMENT PARTNERS, LLC | EMERALD ASSET MANAGEMENT, INC. | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP

CRD#: 169584 / SEC#: 801-78937

RIA
Registered Investment Advisory firm - (12/17/2013 Approved)
PREMIUM
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Contact information

Main Address
2500 Regency Parkway, Cary, NC 27518
Mailing Address
Phone number
(919) 948-4453
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (20 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

Part 2 Brochures

ADV PART 2A FIRM BROCHURE - WSP (3/26/2025)
WRAP FEE PROGRAM BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts3,596
AUM (Assets Under Management)$ 1,080,417,121

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

WEALTHSHIELD PARTNERS, LLC

CRD#: 169584Pinehurst, NC 28374

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