Mark H. Wilson

WILSON, MARK HENRY

Pebble Beach, CA

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CRD#: 6362846

Professional summary

Mark Henry Wilson is a registered financial advisor currently at WILSON, MARK HENRY located in Pebble Beach, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Mark has worked at 1 firm and has passed the Series 65 exam.

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.

MARK WILSON, CPA, FULL TIME (NOT INVESTMENT RELATED). MARK WILSON, CA REAL ESTATE BROKER, PART TIME (NOT INVESTMENT RELATED).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Henry Wilson'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®

None

Experience

Current

January 16, 2024 - Present

WILSON, MARK HENRY

RIA

CRD#: 172023

Pebble Beach, CA

Past

February 3, 2021 - December 31, 2023

WILSON, MARK HENRY

RIA

CRD#: 172023

PEBBLE BEACH, CA

Past

October 28, 2014 - December 31, 2020

WILSON, MARK HENRY

RIA

CRD#: 172023

PEBBLE BEACH, CA

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

California
(1/16/2024)

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 65

Date: 6/7/2014

Uniform Investment Adviser Law Examination

Current Firm

WILSON, MARK HENRY

MARK HENRY WILSON, CPA | WILSON, MARK HENRY

CRD#: 172023 / SEC#:

California

Registered Investment Advisory firm - (1/16/2024 Approved)

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Contact information

Main Address

Pebble Beach, CA

Mailing Address

Phone number

(323) 360-5936

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 H. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Henry Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILSON, MARK HENRY

WILSON, MARK HENRY

WILSON, MARK HENRY

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2014

Current Firm

WILSON, MARK HENRY

Contact information

Documents

Red Flags

Company Information

WILSON, MARK HENRY

TRUST BUT VERIFY

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