Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5K
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Location

1020 W. 18th Street, Suite 1, Wilmington, DE, 19802

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark serves as a Deacon and Song Leader at Calvary Baptist Church since 2004. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Wealthplan Investment Management LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
January 2018 - August 2022 · 4 yrs 7 mos
LPL Financial LLCBroker
September 2016 - February 2018 · 1 yr 5 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.
Mark A Powers - Financial Advisor | TrueAdvisor