linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Phillip Alcorn

Diversified Wealth Management Solutions, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Phillip Alcorn

Mark Phillip Alcorn, Jr. is a financial advisor registered with Diversified Wealth Management Solutions, LLC. Mark has been in the financial services industry since 2004 and has experience in various areas, including insurance, securities, and investment management. He is a Certified Financial Planner and holds multiple industry licenses. Mark has worked with a variety of clients, including high-net-worth individuals, businesses, and retirement plans. He specializes in portfolio management and provides financial planning services. Mark is committed to helping clients achieve their financial goals.

Firm Information

Mark Alcorn is currently registered with Diversified Wealth Management Solutions, LLC. Diversified Wealth Management Solutions, LLC is an investment advisor registered with the state of North Carolina. They provide portfolio management for individuals and have approximately $74 million in regulatory assets under management. The firm has 257 total client accounts, with 253 discretionary and 4 non-discretionary. Their client base includes high-net-worth individuals, corporations, pension and profit-sharing plans, individuals other than high-net-worth, and state or municipal government entities.

$74.00M

Assets Under Management

Not reported

Total Clients

1

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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Alcorn’s Registration & Firm History

CA

05/12/2014 - Present

Diversified Wealth Management Solutions, LLC (FRESNO CA)

CA

07/21/2016 - 02/27/2018

M HOLDINGS SECURITIES, INC. (VISALIA CA)

CA

05/05/2014 - 07/21/2016

PURSHE KAPLAN STERLING INVESTMENTS (Fresno CA)

CA

09/23/2011 - 05/08/2014

WADDELL & REED (FRESNO CA)

CA

03/07/2008 - 10/03/2011

CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)

CA

04/02/2007 - 03/11/2008

MORGAN STANLEY & CO., INCORPORATED (FRESNO CA)

CA

09/29/2004 - 04/02/2007

MORGAN STANLEY DW INC. (FRESNO CA)

Not sure if Mark Phillip Alcorn is right for you?

Licenses & Designations

BOTH

Issued 10/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2011

Series 24 - General Securities Principal Examination

BC

Issued 02/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 09/28/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Phillip Alcorn.
Not sure if Mark Phillip Alcorn is right for you?