Mark Howell Winston
Investment adviser representative at Wellspring Wealth Management LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$584.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Wellspring Wealth Management LLCJan 2017 to now
- LPL Financial LLCFeb 2010 to now
- Planmark Capital Management, LLCFeb 2012 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (GA).
Wellspring Wealth Management LLC
$584.8MAssets managed
262Clients
5Advisers
21 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
- 1996412
- Firm CRD
- 134834