Mark BareCRD Number: 5377749
Current Firm: Wealthshield Partners, LLC
Mark Bare (CRD# 5377749) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Pinehurst, NC and has over 15 years of experience in the finance industry. Mark Bare has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stalwart Financial Planning
Wells Fargo Clearing Services, LLC
Charles Schwab & Company, Inc.
|Emerald Investment Partners, LLC||Pinehurst, NC||Nov 2017 - Current||4|
|Wells Fargo Clearing Services, LLC||Pinehurst, NC||Nov 2016 - Nov 2017||1|
|Wells Fargo Advisors LLC||Pinehurst, NC||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management914MILLIONS
Total Number of Accounts1,330ACCOUNTS
Average Account Value$686,873
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VI, VT, WA, WV
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