Advisor at Retirement Investment Advisors Inc.
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
Retirement Investment Advisors Inc.
Location
Corona, CA 92878
Credentials
Series 63, Series 65
Industry experience
14 years
Mark Billes is a financial advisor at Retirement Investment Advisors Inc. in Corona, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Horter Investment Management, LLC, and Safe and Secure Retirement and Insurance Services, Inc., where he also serves as president. Outside of his advisory role, he is involved in the life insurance and annuities business through Safe and Secure Retirement and Insurance Services. Retirement Investment Advisors Inc. provides financial advice primarily by referring clients to third-party investment managers rather than managing portfolios directly. The firm offers financial planning, coordinates client paperwork, and conducts educational seminars for individuals and business entities.
Based on Retirement Investment Advisors Inc.
Based on Retirement Investment Advisors Inc.
Client Directed Accounts charged a flat $300 annual fee by Gradient Investments; RIA portion $0.
$0+: 2.00% (Strategic Portfolios total fee) $0+: 1.80% + 0.20% internal fee = 2.00% total (Tactical Portfolios total fee) $0+: 1.70% (Allocation & Defined Outcome Portfolios total fee) $0+: 1.00% (Preservation Portfolios total fee) $0+: 1.50% (Private Wealth Portfolios total fee)
RIA receives referral fees (portion of advisory fees) from Third Party Managers (e.g., Gradient Investments, Horter Investment Management) based on assets under management.
4740 Green River Road, Suite 201
Corona, CA 92878
Arizona · California · Michigan · Texas
Safe and Secure Retirement and Insurance Services, Inc.
2021 - 2022 (1 year)
Retirement Investment Advisors Inc.
2020 - Present (6 years)
Horter Investment Management, LLC
2015 - 2020 (5 years)
Safe and Secure Retirement and Insurance Services, Inc.
2005 - Present (21 years)
Real Estate Agent
1992 - 2021 (29 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.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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