Mark Edward Conard

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2009 → Present
  Legacy Financial Advisors
  Roswell, GA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Roswell, GA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-08-06 → 2021-06-09
  Voya Financial Advisors, Inc.
  Roswell, GA
  Greenville, SC
  Windsor, CT

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 401 MACY DR; ROSWELL; GA; 30076; Fixed Insurance Sales; Independent Insurance Agent; 4/5/2010; 160; 160; Sales of fixed insurance products| 2) NAME OF ENTITY: ASPEN FINANCIAL SOLUTIONS, LLC; Yes; 401 MACY DR; ROSWELL; GA; 30076; FINANCIAL SERVICES/DBA; OWNER; 10/8/2009; 5; 5; INSURANCE & INVESTMENT PRODUCTS| 3) NAME OF ENTITY: Legacy Financial Advisors; Yes; 401 MACY DR; ROSWELL; GA; 30076; DBA; independent agent; 8/13/2010; 80; 80; Sales and service for fixed insurance and financial services for clients|

Exams

• S66 Uniform Combined State Law Examination
  2010-05-26

Designations

• Certified Financial Planner