MC
ChFC
MC
ChFC

Mark Alan Chandik

40 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
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Location

8841 Research Drive, Suite 100, Irvine, CA, 92618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is a member of FDP Wealth Wealth Management LLC, a registered investment advisor firm, dedicating full-time hours. He is also the CEO of FDP Insurance Services, Inc., an insurance and financial services company, also dedicating full-time hours, and sells insurance products. Mark also spends minimal time as president of a homeowner's association and owns a commercial building.

Employment History
Current Registrations
Valmark Advisers, INC.
February 2013 - Present · 13 yrs
Fdp Wealth Management, LLC
January 2011 - Present · 15 yrs 1 mo
Valmark Securities, INC.Broker
October 2010 - Present · 15 yrs 4 mos
Previous Registrations
Valmark Advisers, INC.
November 2010 - November 2011 · 1 yr
Lincoln Financial Securities Corporation
July 2008 - October 2010 · 2 yrs 3 mos
Allied Professional Advisors INC.
August 2000 - January 2009 · 8 yrs 5 mos
Lincoln Financial Securities CorporationBroker
February 2000 - October 2010 · 10 yrs 8 mos
Ascend Financial Services, INC.Broker
June 1988 - February 2000 · 11 yrs 8 mos
Consolidated Resources, INC.Broker
November 1986 - May 1988 · 1 yr 6 mos
Lowry Financial Services CorporationBroker
March 1985 - November 1986 · 1 yr 8 mos
State Registrations21 states
AZCACOFLGAIDINMDMNMOMTNCNYOKORSCTNTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mark Alan Chandik - Financial Advisor | TrueAdvisor