Mark Christenson

34 Years of Experience

Watkinsville, GA

1 DisclosureBrokerSells Insurance

Mark Christenson is a registered investment advisor, based in Watkinsville, GA, with 34 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold.

Location

3651 Mars Hill Rd Suite 2700, Watkinsville, GA, 30677

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History

Regulatory History (1)

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

June 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Mark is a partner in DC Group Properties LLC, managing leases and dedicating minimal time to this role. He also works as an agent for Simplicity Group, providing life insurance solutions, which also takes minimal time.

Employment History

Current Registrations

Kingswood Capital Partners, LLCBroker

October 2025 - Present · 1 yr

Kingswood Wealth Advisors, LLC

October 2025 - Present · 1 yr

Previous Registrations

Raymond James Financial Services Advisors, INC

March 2020 - October 2025 · 5 yrs 7 mos

Raymond James Financial Services, INC.Broker

March 2020 - October 2025 · 5 yrs 7 mos

Raymond James & Associates, INC.Broker

February 2013 - March 2020 · 7 yrs 1 mo

Raymond James & Associates, INC.

February 2013 - March 2020 · 7 yrs 1 mo

Morgan Keegan & Company, INC.

June 2002 - February 2013 · 10 yrs 8 mos

Morgan Keegan & Company, INC.Broker

August 1999 - February 2013 · 13 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

December 1991 - August 1999 · 7 yrs 8 mos

State Registrations20 states

ALCACOCTFLGAILKSKYLAMAMDNCNJOKORSCTNTXVA

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.

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