Adam Mark is a CFP-designated registered investment advisor, based in Melbourne, FL, with 18 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3020 W New Haven Ave, 1st Floor, Office 141, Melbourne, FL, 32904
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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
Adam operates under the DBA Wealth Enhancement Group for his LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to the latter. He also works as an insurance agent and co-owns a real estate rental business, dedicating minimal time to each.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Wealth Management Group
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Waterstone Financial Group, INC.Broker
State Registrations24 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.
Exams
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