TrueAdvisor
TrueAdvisor
MB
CFP
MB
CFP

Mark Alan Bare

Wealthshield Partners, LLC
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Wealthshield Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,140 clients
Average Client Portfolio
$948K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

293 Olmsted Blvd 11b, Suite 7, Pinehurst, NC, 28374

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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
Wealthshield Partners, LLC
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2008 - November 2017 · 9 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
May 2008 - November 2017 · 9 yrs 6 mos
Edward Jones
September 2007 - March 2008 · 6 mos
Edward JonesBroker
August 2007 - March 2008 · 7 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.