Mark Ira Baca
Investment adviser representative at Cetera Investment Advisers LLC
55 yearsExperience
1 stateRegistered in
ChFC®Designation
$256.8BFirm assets
Are you Mark Ira Baca? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
55 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- American River Wealth ManagementJan 2017 to now
- Cetera Wealth Services, LLCJan 2013 to now
- The Ohio National Life Ins. CoJan 1995 to now
- Mark Baca Clu & AssociatesSep 1971 to now
- The Baca GroupSep 1971 to now
- Cetera Advisor Networks LLCApr 1997 to Jun 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1455005
- Firm CRD
- 105644