Mark Billes (CRD# 4838521) is an Investment Advisor Representative working at Retirement Investment Advisors Inc. in Corona, CA and has over 16 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Investment Advisors Inc. | Corona, CA | Feb 2020 - Current | 3 |
| Safe And Secure Retirement And Insurance Services, Inc. | Huntington Beach, CA | Oct 2005 - Current | 17 |
| Safe And Secure Retirement And Insurance Services, Inc. | Huntington Beach, CA | Aug 2021 - Dec 2022 | 1 |
| Real Estate Agent | Corona, CA | Jan 1992 - Apr 2021 | 29 |
| Horter Investment Management, LLC | Cincinnati, OH | Aug 2015 - Feb 2020 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
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