Mark Spring, financial advisor New Castle PA

Mark Spring

CRD Number: 5402815
Current Firm: The Wealth Consulting Group

Mark Spring (CRD# 5402815) is an Investment Advisor Representative working at The Wealth Consulting Group in New Castle, PA and has over 16 years of experience in the finance industry.

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The Wealth Consulting Group
Professional Designations
Company Name Location Dates Years
Wcg Wealth Advisors, LLC New Castle, PA Dec 2016 - Current 7
Massmutual Life Insurance Company New Castle, PA Sep 2010 - Current 13
Treloar & Heisel, LLC New Castle, PA Jun 2010 - Current 13
Mml Investors Services LLC New Castle, PA Sep 2011 - Dec 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Mark M. Spring
Phone Number: 702-263-1919
Registered State(s):
  • NY
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    2,796
    MILLIONS
  • Total Number of Accounts
    11,436
    ACCOUNTS
  • Average Account Value
    $244,474
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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