Mark Walton (CRD# 1273105) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Juan Capistrano, CA and has over 36 years of experience in the finance industry. Mark Walton 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.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities, Inc. | Portland, OR | Jun 2015 - Current | 8 |
| M Benefits Solutions | Portland, OR | Jun 2015 - Current | 8 |
| Walton Financial Consulting | San Juan Capistrano, CA | Jan 1990 - Current | 34 |
| Alvarez & Marsal Securities, LLC | New York, NY | Mar 2014 - May 2015 | 1 |
| Alvarez & Marsal Executive Compensation And Benefits | New York, NY | Jan 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
- CA
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Total Assets Under Management4,514MILLIONS
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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