MJ
CFP
MJ
CFP

Mark Joyner

27 Years of Experience
Paducah, KY
1 DisclosureBrokerSells Insurance

Mark Joyner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Paducah, KY, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2400 McCRACKEN BLVD, Paducah, KY, 42001

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History

Regulatory History (1)
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Customer Dispute
December 2005
Denied
Other Business ActivitiesSells Insurance

Mark sells fixed insurance products including life, health, annuities, and long-term care, dedicating a few hours per week. He also owns The Wealth Management Group and MJ Wealth Management Group LLC, both financial services businesses, and spends nearly full-time hours on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2022 - June 2023 · 1 yr 3 mos
U.S. Bancorp Investments, INC.
April 2006 - March 2022 · 15 yrs 11 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - March 2022 · 20 yrs 3 mos
Firstar Investment Services,inc.Broker
January 2000 - December 2001 · 1 yr 11 mos
Mercantile Investment Services, INC.Broker
October 1998 - January 2000 · 1 yr 3 mos
Edward D. Jones & CO., L.P.Broker
March 1998 - September 1998 · 6 mos
State Registrations28 states
ALARAZCACOFLGAHIILINKYLAMIMNMOMSNCNENJNYOHOKSCTNTXVAWAWI
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.