LPL Financial
47yrs
Top advisor by experience in San Diego
26yrs
Gary Markham has worked in the financial industry for 26 years and is a fiduciary financial advisor based in San Diego, California. After a year at Pillar Financial Group and seven years at MML Investors Services, Gary joined Commonwealth Financial Network in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm 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
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors in San Diego
Office600 West Broadway Suite 3200, San Diego, CA 92101
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?2 states
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement 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
- Apr 2024 – Sep 2025Pillar Financial GroupPreviously
- 2024 – nowCommonwealth Financial NetworkCurrent firm
- 2017 – 2024MML Investors Services, LLCPreviously
- Aug 2016 – Mar 2017MSI Financial Services, Inc.Previously
- 2009 – 2016Northwestern Mutual Investment Services, LLCPreviously
Questions to ask Gary
Tailored to Gary’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gary
How do I contact Gary?
Call Gary’s local office at (619) 471-9700 or the Commonwealth Financial Network main office at (781) 736-0700, and ask for Gary Markham.
How long has Gary been a financial advisor?
Gary has been in the industry since 2000, about 26 years. More experience than 74% of advisors in San Diego.
What licenses does Gary hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Gary 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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