Advisor at Southern Incomes, LLC
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Firm
Southern Incomes, LLC
Location
Marietta, GA
Credentials
Series 63, Series 65
Industry experience
22 years
Mark Wisneski is the sole advisor at Southern Incomes, LLC, an independent firm based in Marietta, GA. He holds Series 63 and Series 65 designations and has 22 years of industry experience, having led Southern Incomes since 1999. Southern Incomes serves individuals, trusts, estates, and corporations, providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis to tailor investment strategies focused on income, growth and income, and growth, managing approximately $43 million in discretionary assets as of 2024.
1.00% annually
Commissions received on insurance products sold, but not on assets under management
Account minimum: $100,000 Minimum fee: Minimum annual fees may apply
Marietta, GA
Georgia
Southern Incomes, LLC
1999 - Present (27 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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