Mark Billes, financial advisor Corona CA

Mark Billes

CRD Number: 4838521
Current Firm: Retirement Investment Advisors Inc.

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.

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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
Disclosure Information

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
Contact Info for Mark S. Billes
Phone Number: 951-393-0030
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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