Mark Delp is a CFP-designated registered investment advisor at Prospera Financial Services, INC., based in Irvine, CA, with 24 years of industry experience. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers investment management through various programs. The fees are based on a percentage of your portfolio's value and are negotiable, but the maximum annual fee is 2.15%. The specific fee and services are agreed upon in an advisory agreement. Fees are typically deducted from your account. Some programs may have additional fees, such as transaction costs or sub-account fees. Prospera also participates in revenue sharing with custodians and other third parties, which creates a conflict of interest.
Location
7700 Irvine Center Dr, Suite 800, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark owns Institutional Wealth Consultants and spends nearly full-time on this activity. He also owns rental properties in San Diego and Irvine, dedicating a few hours per week to each.
Employment History
Current Registrations
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations31 states
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