MM
CFP
MM
CFP

Mark Markland

38 Years of Experience
Las Vegas, NV
4 DisclosuresBrokerSells Insurance

Mark Markland is a CFP-designated registered investment advisor, based in Las Vegas, NV, with 38 years of industry experience.

Location

8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113

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History

Regulatory History (4)
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.
Customer Dispute
July 2021
Settled
Customer Dispute
September 2020
Closed-No Action
Customer Dispute
November 2009
Settled
Customer Dispute
December 2003
Denied
Other Business ActivitiesSells Insurance

Mark has a DBA, MWM Insurance Services, for fixed insurance sales including life, disability, and health insurance. He is also President/Owner of Markland Wealth Management, Inc. and provides wealth management services through The Ameriflex Group, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 1 yr 1 mo
The Ameriflex Group
August 2020 - Present · 5 yrs 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
May 2019 - September 2023 · 4 yrs 4 mos
Sagepoint Financial, INC.
May 2019 - December 2020 · 1 yr 7 mos
First Allied Advisory Services, INC.
May 2012 - May 2019 · 7 yrs
First Allied Securities, INC.Broker
February 2011 - May 2019 · 8 yrs 3 mos
First Allied Securities, INC.
February 2011 - July 2012 · 1 yr 5 mos
Qa3 Financial LLC
June 2007 - February 2011 · 3 yrs 8 mos
Qa3 Financial CORP.Broker
June 2007 - February 2011 · 3 yrs 8 mos
1717 Capital Management Company
January 1996 - July 2007 · 11 yrs 6 mos
1717 Capital Management CompanyBroker
January 1988 - July 2007 · 19 yrs 6 mos
State Registrations9 states
AZCACOFLGAIDLAMTTX
AdvisorBrokerBoth

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.
Mark Markland - Financial Advisor | TrueAdvisor