Mark Mcmechen
Professional Summary
Mark Mcmechen is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mark has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Years of Experience
8 years in the financial services industry
Current & Past Employments
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Current Firm
DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT
Contact Information
Main Address
1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597Phone Number
(925) 935-2900# of Employees
68SEC notice filing (28 States and Territories)
Registered to provide investment advisory services in 28 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,129AUM (Assets Under Management)
$4,948,271,866Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Primary Firm SEC Registration
DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT
State Registrations and Notice Filings
(2/12/2018)
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
CRS (Client Relationship Summary) - RIA
Click below to view Mark Mcmechen's CRS (Customer Relationship Summary).
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
