Mark Wallace
Mark Wallace is a registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 11 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
Firm Size
IM Fee
Assets Under Management
Location
12325 Oracle Blvd., Suite 121, Colorado Springs, CO, 80921
Get directionsHistory
Regulatory History (1)
Criminal
January 1974Other Business Activities
Mark is an investment representative for RT Course Wealth Management and spends about 10-20% of his time meeting with clients. He also serves as a minister/teacher for True North Ministry and works as a handyman for Stone & Steel LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations12 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.