Mark Mcgaurn
Mark Mcgaurn is a CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Thorofare, NJ, with 19 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.
Fee Estimator
Location
935 Kings Highway, Suite 200, Thorofare, NJ, 08086
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark owns Haydenrock Financial (securities business) and Black Diamond Advisors Inc (investment advisory and insurance). He also works as an advisor for The BFN Corporation (health insurance) and GMDC Group LLC (property and casualty insurance), and coaches wrestling. Black Diamond Advisors takes nearly all of Mark's time.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations16 states
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.