Wealthmark Advisory Group, LLC

Wealthmark Advisory Group, LLC (CRD# 166494) is a financial advisory firm headquartered in , . They manage $86,479,836 in 207 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://wealthmark.com
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $417,777
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Wealthmark Advisory Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Coady, financial advisor San Clemente CA
Robert J. Coady
CRD#: 2169394
San Clemente, CA

Robert Coady (CRD# 2169394) is an Investment Advisor Representative working at Wealthmark Advisory Group, LLC in San Clemente, CA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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