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Mark Coleman McKaig

Centurion Wealth Management

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About Mark Coleman McKaig

Mark McKaig is a registered investment advisor representative (IAR) with Centurion Wealth Management, located in McLean, Virginia. Mark has been in the financial services industry since 2001, and has experience working with individuals, families, and businesses. Mark focuses on providing comprehensive financial planning, investment management, retirement planning, and insurance services.

Firm Information

Mark McKaig is currently registered with Centurion Wealth Management. Centurion Wealth Management is an investment advisor registered with the SEC. Located in McLean, Virginia, the firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Centurion Wealth Management manages over $591 million in assets for 1,655 accounts.
Centurion Wealth Management

7901 JONES BRANCH DRIVE

MCLEAN, VA 22102

$591.42M

Assets Under Management

Not reported

Total Clients

6

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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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.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

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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percentage of assets

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

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Mark McKaig’s Registration & Firm History

VA

05/20/2022 - Present

Centurion Wealth Management (McLean VA)

VA

11/13/2015 - 12/31/2023

SPIRE SECURITIES, LLC (MCLEAN VA)

VA

06/17/2008 - 11/30/2015

LARA, MAY & ASSOCIATES, LLC (FALLS CHURCH VA)

VA

01/25/2002 - 06/18/2008

LARA, SHULL & MAY, LTD (FALLS CHURCH VA)

MD

02/26/2001 - 01/08/2002

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 07/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/16/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Coleman McKaig.
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