LPL Financial
47yrs
Top advisor for experience in San Diego
45yrs
Mark W Vannatta
Financial advisor at Park Avenue Securities
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% for experience in San Diego
Office5280 Carroll Canyon Road Suite 300, San Diego, CA 92121
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2004 – nowPark Avenue Securities LLCCurrent firm
- Sep 2003 – Aug 2004Wealth Analytics, Inc.Previously
- Jul 2003 – Aug 2004Hornor, Townsend & Kent, LLCPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Mark
How do I contact Mark?
Call Park Avenue Securities at 1-888-600-4667 and ask for Mark W Vannatta. Mark works from the San Diego, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1981, about 45 years. Top 1% for experience in San Diego.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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