Company Bios

Financial Planning Services Offered Through Securities America Advisors, Inc.

About Mark Yates

Mark Yates

Mark Yates, Certified Financial Planner

Wealth Strategies Group
Securities America
Member FINRA and SIPC


Check the background of this investment professional on FINRA BrokerCheck

Mark Yates is a Certified Financial Planner with the Wealth Strategies Group in Huntington Beach, California and a registered representative of Securities America, Inc., member FINRA and SIPC. Brokerage accounts are carried with National Financial Services LLC (NFS), a Fidelity Investments Company.

Mark holds a Bachelors degree in Business Finance from The California State University of Fullerton. Mark specializes in comprehensive financial advising for individuals and corporations. He has helped numerous clients with retirement planning, investment analysis, tax minimization strategies and life/health insurance.

Mark resides in Apple Valley, California. In his spare time Mark enjoys golf, restoring vintage automobiles and continuing his education. While attending the California State University of Chico, Mark was a member of the university’s varsity golf team and completed at the NCAA Division II collegiate level.

Mark Yates is securities licensed in California, Colorado, Indiana, Utah, and Washingon. He holds the Series 7, 63 and 66 registrations with FINRA, and is also licensed for Life, Health, and Disability Insurance in California and Indiana(California Insurance License #0E38409).