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Mark Alan Bare

Wealthshield Partners, LLC

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About Mark Alan Bare

Mark Alan Bare is a financial advisor registered with the state of North Carolina and is affiliated with Wealthshield Partners, LLC. Mark has over 10 years of experience in the financial services industry. Mark offers a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Mark has a background in working with high net worth individuals and corporations. Mark has the Series 7, Series 31, and Series 66 licenses.

Firm Information

Mark Bare is currently registered with Wealthshield Partners, LLC. Wealthshield Partners, LLC is an investment advisor based in Cary, NC with over $917 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and charitable organizations. They offer a wrap fee program and have a total of 14 investment advisory professionals.
Wealthshield Partners, LLC

2500 REGENCY PARKWAY

CARY, NC 27518

$917.89M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Bare’s Registration & Firm History

NC

11/14/2017 - Present

Wealthshield Partners, LLC (Pinehurst NC)

NC

05/12/2008 - 11/14/2017

WELLS FARGO CLEARING SERVICES, LLC (PINEHURST NC)

NC

08/24/2007 - 03/13/2008

EDWARD JONES (PINEHURST NC)

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Licenses & Designations

BOTH

Issued 09/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 08/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Alan Bare.
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