MG
MG
Mark Gilreath
13 Years of Experience
Los Angeles, CA
3 Disclosures
Mark Gilreath is a registered investment advisor at Haleakala Investment Advisors, based in Los Angeles, CA, with 13 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
Los Angeles, CA
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
April 2011Judgment / Lien
June 2010Customer Dispute
October 1991Settled
Employment History
Current Registrations
Haleakala Investment Advisors
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
First Allied Securities, INC.
July 1997 - March 2005 · 7 yrs 8 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.