LPL Financial
47yrs
Top advisor by experience in San Diego
40yrs
Mark Augusta has worked in the financial industry for 40 years and is a fiduciary financial advisor based in San Diego, California. Mark has been with Hilltop Securities since 2015; before that, Mark spent four years at Wedbush Securities and five years at Stone & Youngberg. Hilltop Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 3% by experience in San Diego
Office750 B Street Suite 3100, San Diego, CA 92101
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$678,307
Advisors at the firm166
States licensed ?2 states
Services through Hilltop Securities
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowHilltop Securities Inc.Current firm
- 2011 – 2015Wedbush Securities Inc.Previously
- 2006 – 2011Stone & Youngberg LLCPreviously
- 2001 – 2006Piper Sandler & Co.Previously
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?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Hilltop Securities at 214-953-4000 and ask for Mark Augusta. Mark works from the San Diego, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1986, about 40 years. Top 3% by 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?
Hilltop Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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