MK
MK

Mark Kilbride

24 Years of Experience
Fort Walton Beach, FL
Broker

Mark Kilbride is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Walton Beach, FL, with 24 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

838 Eglin Parkway Ne, Fort Walton Beach, FL, 32547

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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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Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Investment Services LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.
December 2021 - December 2024 · 3 yrs
Cuso Financial Services, L.P.Broker
December 2021 - December 2024 · 3 yrs
CUNA Brokerage Services, INC.
August 2018 - December 2021 · 3 yrs 4 mos
CUNA Brokerage Services, INC.Broker
July 2018 - December 2021 · 3 yrs 5 mos
Kestra Investment Services, LLCBroker
June 2018 - July 2018 · 1 mo
Kestra Advisory Services, LLC
April 2016 - July 2018 · 2 yrs 3 mos
NFP Advisor Services, LLC
August 2014 - May 2016 · 1 yr 9 mos
Klear Financial, INC.
February 2012 - December 2014 · 2 yrs 10 mos
NFP Securities, INC.Broker
July 2011 - November 2011 · 4 mos
Accelerated Capital GroupBroker
April 2010 - June 2011 · 1 yr 2 mos
Longview Financial Group, INCBroker
June 2009 - July 2010 · 1 yr 1 mo
Metlife Investors Distribution CompanyBroker
April 2008 - January 2009 · 9 mos
Jackson National Life Distributors LLCBroker
November 2004 - March 2008 · 3 yrs 4 mos
Raymond James & Associates, INC.
September 2003 - December 2004 · 1 yr 3 mos
Raymond James & Associates, INC.Broker
June 2000 - December 2004 · 4 yrs 6 mos
State Registrations11 states
ALDEFLGAILINLAMDSCTXVA
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.