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Mark Weeks

21 Years of Experience
Atlanta, GA
BrokerSells Insurance

Mark Weeks is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 21 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

6425 Powers Ferry Rd Ste 290, Atlanta, GA, 30339

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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 ActivitiesSells Insurance

Mark is the CEO of 52 Weeks Financial, a financial services DBA, dedicating about a quarter of his time, including time during trading hours. He also works as an insurance agent selling fixed insurance products for various companies, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2020 - June 2023 · 2 yrs 6 mos
Summit Financial Group INC
December 2020 - May 2021 · 5 mos
Principal Securities, INC.
December 2012 - December 2020 · 8 yrs
Principal Securities, INC.Broker
January 2007 - December 2020 · 13 yrs 11 mos
State Farm Vp Management CORP.Broker
April 2004 - December 2006 · 2 yrs 8 mos
State Registrations28 states
ALARAZCACOFLGAILKSLAMAMDMIMNMSNCNJNMNYOHOKORSCTNTXUTVAWA
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 Weeks - Financial Advisor | TrueAdvisor