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Mark Ridgeway

11 Years of Experience
Fayetteville, AR

Mark Ridgeway is a registered investment advisor at World Investment Advisors, LLC, based in Fayetteville, AR, with 11 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
362 advisors
Number of Clients
17,488 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$56.3B

Fee Structure

WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.

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Location

Fayetteville, AR

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Mark is a self-employed digital marketing consultant, providing services like website development and SEO for small to medium-sized businesses since 2018. This takes about half of Mark's time, with 20 hours occurring during trading hours.

Employment History
Current Registrations
World Investment Advisors, LLC
April 2021 - Present · 5 yrs
Previous Registrations
Pks Advisory Services, LLC
February 2014 - May 2015 · 1 yr 3 mos
Pks Advisory Services, LLC
June 2011 - February 2012 · 8 mos
Advisoralliance, LLC
January 2010 - June 2011 · 1 yr 5 mos
Raymond James Financial Services
April 2006 - June 2008 · 2 yrs 2 mos
Citigroup Global Markets INC.
March 2005 - April 2006 · 1 yr 1 mo
State Registrations1 state
AR
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.