Mark David Wilcox

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 03/2022
  Lpl Financial Llc
  Cuyahoga Falls, OH
• 07/2013 → 03/2022
  Stratos Wealth Partners, Ltd
  Cuyahoga Falls, OH
• 03/2022 → Present
  Hudson Wealth Management
  Cuyahoga Falls, OH
• 03/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2013-07-17 → 2022-03-08
  Stratos Wealth Partners, Ltd
  Hudson, OH
  Akron, OH
  Cuyahoga Falls, OH
  Beachwood, OH
  Westlake, OH
• 2010-03-29 → 2013-07-25
  Ameriprise Financial Services, Llc
  Independence, OH
• 2009-09-02 → 2010-03-29
  Signator Investors, Inc.
  Stow, OH
• 2009-05-04 → 2009-08-26
  Wilcox Wealth Advisors
  Hudson, OH
• 2007-04-27 → 2008-10-22
  Sequoia Financial Group, L.L.C.
  Akron, OH
• 2004-04-08 → 2006-07-26
  Manning & Napier Advisors, Llc
  Hudson, OH
  Fairport, NY
  Dublin, OH
• 2001-07-25 → 2004-01-15
  Osaic Fa, Inc.
  Solon, OH

Other Businesses

Fixed insurance sales; as of 03/01/2022; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner & President, Hudson Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/15/2013; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-30

Designations

• Certified Financial Planner