Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Mark Arnold, financial advisor Orlando FL
93 score

Mark Arnold

CRD Number: 1322248
Current Firm: Certified Advisory Corp

Mark Arnold (CRD# 1322248) is an Investment Advisor Representative working at Certified Advisory Corp in Orlando, FL and has over 20 years of experience in the finance industry.

Similar Advisors
Mark Hopler, financial advisor Orlando FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Similar Advisors
Sandy King, financial advisor Orlando FL
Sandy H. King
CRD# 5992503
Alconbury Trust L.l.c
Similar Advisors
Leo Lorenz, financial advisor Orlando FL
Leo C. Lorenz
CRD# 5681502
Edward Jones
Company Name Location Dates Years
Keller Williams Heritage Realty Altamonte Springs, FL Nov 2014 - Current 1
Cobalt Capital, Inc. Orlando, FL Feb 2014 - Current 2
Cobalt Capital, Inc. Winter Park, FL Oct 2008 - Current 8
Heritage Capital Strategies Orlando, FL Mar 2006 - Current 10
Transam Securities, Inc. Altamonte Springs, FL Jan 2006 - Current 10
Certified Advisory Corp Altamonte Springs, FL Jan 2006 - Current 10
World Wide Auction Realty Services, LLC Orlando, FL Aug 2013 - Apr 2014 < 1
Maitland Securities, Inc. Altamonte Springs, FL Jul 2013 - Sep 2013 < 1
Stirling Sotheby's International Realty Orlando, FL Apr 2011 - Aug 2013 2
Commercial Alliance Group, Inc. Sanford, FL Jul 2008 - Dec 2011 3
Tequesta Financial Services, Inc. Tequesta, FL Jun 2006 - Oct 2007 1
Legacy Planning Advisors, LLC Winter Park, FL Apr 1999 - Mar 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Mark E. Arnold
Phone Number: 407-869-9800
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Mark Arnold and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.