Mark Conard
Mark Conard is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in New Bern, NC, with 16 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
233 Middle Street, Suite 211, New Bern, NC, 28560
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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
Mark is an independent insurance agent selling fixed insurance products since 2010, dedicating full-time hours. He also owns Aspen Financial Solutions, LLC and works as an independent agent for Legacy Financial Advisors, spending about half his time on sales and service for fixed insurance and financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations17 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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