user avatar

Mark Christopher Shoemaker

Advisor at Private Advisor Group, LLC — Porterville, CA

Updated today

Credentials

Series 63

Experience

33 years

Location

Porterville, CA 93257

Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Total advisors

921

Across 421 offices

Clients per advisor

181 Very High

Avg AUM per client

$330,212 Low

HNW client ratio

17% Typical

About

Mark Shoemaker is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at LPL Financial LLC, Mariner Independent Advisor Network, and First Allied Advisory Services. He serves as president of Friends of Silverlake, LLC, a community organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms, and provides access to proprietary and third-party managed account solutions.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Expertise

Based on Private Advisor Group, LLC

Annuities

Occupation focus

Based on Private Advisor Group, LLC

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fee arrangements possible for certain services or periods, subject to negotiation.

Percentage

$0 - 'level set in client agreement': Negotiated up to a maximum of 2.00% annually for non-wrap accounts $0 - 'level set in client agreement': Up to 2.25% annually for wrap accounts

Commissions

Commissions charged on securities transactions if clients engage certain IARs in their capacity as registered representatives of LPL; Firm receives no part of these commissions.

Project-based

Hourly fees for financial planning and consulting services, negotiable based upon scope of services.

Subscriptions

Subscription-based payment plans available for financial planning and consulting services.

Other

Minimum fee: The Firm does not generally require an annual minimum fee or asset level for investment advisory services, but can reduce its annual minimum fee or charge a lesser fee based on various criteria. Fee-only: Negotiable fees including fixed fees, hourly fees, or subscription-based payment plans for financial planning and consulting services.

Location

See office

Porterville, CA

212 North Main St

Porterville CA 93257

Advisors at this office

2

Most active in

California · Texas

Work history

33 years of industry experience

Private Advisor Group, LLC

2026 - Present • 1 year

Morristown, NJ

LPL Financial LLC

2022 - Present • 4 years

Porterville, CA

Mariner Independent Advisor Network, LLC

2022 - 2026 • 4 years

Sacramento, CA

First Allied Advisory Services

2020 - 2022 • 2 years

Schaumburg, IL

First Allied Advisory Services, Inc.

2012 - 2020 • 8 years

Chesterfield, MO

Pacific Wealth Strategies Group

2010 - 2022 • 12 years

San Diego, CA

First Allied Securities, INC.

2002 - 2022 • 20 years

San Diego, CA

Mark Shoemaker Self Employed

1993 - 2022 • 29 years

Porterville, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John H

Series 66

Springville, CA

Bighorn Financial

John Horn is a financial advisor at Bighorn Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Park Ave Securities and Guardian. Outside of his advisory role, he serves as fund manager for a limited partnership investing in a biotech company and is involved in a marketing partnership focused on legal professionals. Bighorn Financial, Inc. provides asset management, retirement plan consulting, and private fund management to individuals, trusts, corporations, and pension plans. The firm constructs tailored portfolios of public and private securities and manages all assets on a non-discretionary basis. It also manages a private pooled investment vehicle and offers ERISA-related retirement plan consulting.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Mark N

Series 63, Series 65

Porterville, CA

Mutual Advisors, LLC

Mark Nanamura is a financial advisor at Mutual Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Mutual Advisors and Mutual Securities since 2013. Prior to that, he has been associated with Massachusetts Mutual Life Insurance Company since 1990. Outside of his advisory role, Nanamura is involved in local community activities, including serving as president of the Central Valley Officials Association and acting as a basketball assignor. Mutual Advisors, LLC serves a broad client base comprising individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, with notable expertise in institutional and sovereign wealth fund clients.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
user avatar

Patrick N

Series 63, Series 65

Portervile, CA

Mutual Advisors, LLC

Patrick Nanamura is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 registrations and six years of industry experience. His prior work includes six years at Rural Ag Insurance Services, LLC. Outside of advising, Nanamura serves as a varsity baseball coach for Porterville Unified School District. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of advisory services and employs both active and passive investment strategies, emphasizing diversification and alignment with client objectives.

Annuities Options & derivatives strategies Private / alternative investments Concentrated stock management Long-term care insurance Founder/Business Owner
user avatar

Evan D

Series 66

Porterville, CA

Private Advisor Group, LLC

Evan Dockter is a financial advisor with Private Advisor Group, LLC holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Private Advisor Group, he worked at LPL Financial LLC and operated Dockter Media Inc. He has experience as a self-employed professional dating back to 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and utilizes technology platforms to implement advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
user avatar

Rory B

Series 66

Porterville, CA

LPL Financial

Rory Betry is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked for ten years at Homegrown Organic Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, and supports its advisors with proprietary research and technological tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

John H

Porterville, CA

Ameriprise

John Hardin is a financial advisor with Ameriprise in Porterville, CA, holding 36 years of industry experience. He has been associated with Ameriprise Financial Service, LLC since 1989 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is co-owner of a local beauty salon, Serenity Salon & Gifts. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)