Darold Mark
Darold Mark is a registered investment advisor at The Wealth Consulting Group, based in Sacramento, CA, with 33 years of industry experience. Darold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
1455 Response Rd, Suite 100, Sacramento, CA, 95615
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2019Customer Dispute
November 2002Regulatory
March 2001Other Business ActivitiesSells Insurance
Darold is involved with non-variable insurance, dedicating minimal time to it. He also operates under a DBA for his LPL business and is associated with WCG Wealth Advisors, LLC as a Registered Investment Advisor Hybrid, dedicating full-time hours.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
Securities Service Network, INC.Broker
Pension Planners Securities, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.