LPL Financial
47yrs
Top advisor by experience in San Diego
29yrs
Based in San Diego, California, Mark Welsh is a fiduciary financial advisor with 29 years of industry experience. Mark joined Integrated Wealth Concepts in 2025, after two years at Laurel Wealth Advisors and two years at Torrey Pines Securities. Integrated Wealth Concepts 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
Experience29 years (since 1998)
How that compares ?Top 19% by experience in San Diego
Office12555 High Bluff Drive Suite 210, San Diego, CA 92130
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational 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
- Dec 2025 – nowIntegrated Wealth Concepts LLCCurrent firm
- 2021 – 2023Laurel Wealth Advisors, Inc.Previously
- 2011 – 2020Laurel Wealth Advisors, Inc.Previously
- Jun 2009 – May 2011Torrey Pines Securities, Inc.Previously
- Aug 2008 – Jul 2009Nexcore Financial Services, IncorporatedPreviously
- 1998 – 2004UBS Financial Services Inc.Previously
Contact Mark
(781) 890-3045Firm headquarters in Waltham, MA. Ask for Mark. 12555 High Bluff Drive Suite 210San Diego, CA 92130Office · Get directions YouTube channelIntegrated Wealth Concepts
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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 Integrated Wealth Concepts at (781) 890-3045 and ask for Mark Welsh. Mark works from the San Diego, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1998, about 29 years. Top 19% 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?
Integrated Wealth Concepts 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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