Adam Mark is a CFP-designated registered investment advisor, based in Melbourne, FL, with 17 years of industry experience.
Location
Melbourne, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam operates under the DBA Wealth Enhancement Group for his LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to the latter. He also works as an insurance agent and co-owns a real estate rental business, dedicating minimal time to each.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Wealth Management Group
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Waterstone Financial Group, INC.Broker
State Registrations24 states
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