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Mark David Phillips

Clearview Wealth Management

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About Mark David Phillips

Mark David Phillips is a financial advisor at Clearview Wealth Management. Mark has been in the financial services industry since 2000. Mark's professional experience includes working as a financial advisor at Commonwealth Financial Network and Ameriprise Financial Services, Inc. Mark has a Series 7, Series 24, and Series 66 license. Mark is also a Certified Financial Planner. Mark provides financial planning, portfolio management, and selection of other advisors to individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

Mark Phillips is currently registered with Clearview Wealth Management. Clearview Wealth Management is an Irvine, CA-based financial advisor registered with the SEC. They manage roughly $145.12 million in assets for 587 clients, including high-net-worth individuals, charitable organizations, corporations, pension plans, and individuals. They offer financial planning, portfolio management for individuals, pension consulting, and selection of other advisors.
Clearview Wealth Management

4 VENTURE

IRVINE, CA 92618

$145.12M

Assets Under Management

44

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Phillips’s Registration & Firm History

CA

09/13/2021 - Present

Clearview Wealth Management (Irvine CA)

CA

01/21/2010 - 05/17/2019

COMMONWEALTH FINANCIAL NETWORK (IRVINE CA)

CA

10/16/2000 - 01/22/2010

AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)

MN

10/16/2000 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/24/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark David Phillips. Review regulatory record here.
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