Advisor at Citigroup Global Markets
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Citigroup Global Markets
Location
Fountain Valley, CA 92708
Credentials
Series 66
Industry experience
9 years
Based on Citigroup Global Markets
Citi Wealth Management, Sales, 17400 Brookhurst St., Ste 200
Fountain Valley, CA 92708
California
Citigroup
2023 - Present (3 years)
Wells Fargo Bank, Na
2020 - 2023 (3 years)
Wells Fargo Clearing
2020 - 2023 (3 years)
Park Avenue securities
2020 - 2020 (1 year)
Guardian life Insurance
2020 - 2020 (1 year)
Park Avenue Securities, LLC
2019 - 2020 (1 year)
Guardian Life Insurance Co Of America
2019 - 2020 (1 year)
Bank Of America, N.A.
2016 - 2019 (3 years)
Merrill
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Los Alamitos, CA
Open Square Capital, LLC
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
CFP®
Irvine, CA
Mile Wealth Management
Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.
Series 65
Irvine, CA
AM Wealth Solutions, LLC
Series 65
Cerritos, CA
Summit Gates Capital
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