Mark Richard Forbes
Investment adviser representative at Wellth Advisory Services, LLC
22 yearsExperience
6 statesRegistered in
$26.7BFirm assets
2 yearsFirm in business
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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 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
22 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- Strategic Retirement PartnersJan 2016 to now
- Forbes FinancialMar 2004 to now
- Global Retirement Partners LLCApr 2019 to Jun 2024
- LPL Financial, LLCApr 2019 to Dec 2019
- Kestra Financial Services, IncApr 2016 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, KS, MO, OK, TX).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 2302891
- Firm CRD
- 330537