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Robert C

Series 63, Series 65

San Clemente, CA

Wealthmark Advisory Group, LLC

Robert Coady is a financial advisor with Wealthmark Advisory Group, LLC in San Clemente, CA. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to founding Wealthmark Advisory Group in 2013, he has been associated with Wealthmark Financial & Insurance Services, Inc. since 1991. He is also an independent insurance agent specializing in disability, life, accident, and health insurance. Wealthmark Advisory Group is a single-advisor registered investment adviser providing discretionary portfolio management and financial planning to individuals and a select number of institutional clients, including corporations and retirement plans. The firm offers customized portfolio allocations using individual securities and mutual funds and delivers ERISA and retirement-plan consulting services.

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