MD
CFA
MD
CFA

Mark Duran

21 Years of Experience
St. Petersburg, FL
Broker

Mark Duran is a CFA-designated registered investment advisor, based in St. Petersburg, FL, with 21 years of industry experience.

Location

St. Petersburg, FL

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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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Other Business Activities

Mark is a FINRA arbitrator since 2012, sitting on panels that render outcomes in arbitrations. He also serves as an expert witness, conducting research and giving testimony for about a few hours per week.

Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 7 mos
World Investment Advisors, LLC
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Pensionmark Securities, LLCBroker
September 2017 - October 2025 · 8 yrs 1 mo
Capfinancial Securities, LLC.Broker
September 2016 - September 2017 · 1 yr
Independent Financial Partners
April 2012 - August 2016 · 4 yrs 4 mos
LPL Financial LLCBroker
April 2012 - August 2016 · 4 yrs 4 mos
Invest Financial Corporation
February 2009 - April 2012 · 3 yrs 2 mos
Invest Financial CorporationBroker
February 2009 - April 2012 · 3 yrs 2 mos
Intersecurities, INC.
July 2007 - February 2009 · 1 yr 7 mos
Intersecurities, INC.Broker
July 2007 - February 2009 · 1 yr 7 mos
Gunnallen Financial, INC
September 2005 - February 2006 · 5 mos
Gunnallen Financial, INCBroker
February 2005 - February 2006 · 1 yr
Raymond James Financial Services, INC.Broker
November 2002 - January 2005 · 2 yrs 2 mos
State Registrations2 states
CAFL
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 Duran - Financial Advisor | TrueAdvisor