MG
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Mark Gallegos

2 Years of Experience
Elk Grove Villiage, IL
BrokerSells Insurance

Mark Gallegos is a registered investment advisor, based in Elk Grove Villiage, IL, with 2 years of industry experience.

Location

845 Oakton St., Elk Grove Villiage, IL, 60007

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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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Other Business ActivitiesSells Insurance

Mark is a tax partner at Porte Brown LLC, dedicating nearly full-time hours to providing federal taxation expertise. He also works as an insurance agent for Avantax Insurance Agency and refers clients to advisors at Porte Brown Wealth Management, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
January 2024 - September 2025 · 1 yr 8 mos
Avantax Investment Services, INC.Broker
September 2023 - September 2025 · 2 yrs
State Registrations1 state
IL
AdvisorBrokerBoth

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
No exam information available for this advisor.
Mark Gallegos - Financial Advisor | TrueAdvisor