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Advisors / Georgia / Atlanta
23yrs

Mark Weeks

Financial advisor at Cetera Investment Advisers

Based in Atlanta, Georgia, Mark Weeks is a fiduciary financial advisor with 23 years of industry experience. Mark has been with Cetera Investment Advisers since 2023; before that, Mark spent less than a year at Summit Financial Group and eight years at Principal Securities. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.

Atlanta, GA 30339Fiduciary advisor

At a glance

Experience23 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office6425 Powers Ferry Rd Suite 290, Atlanta, GA 30339
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement 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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
  2. Dec 2020 – May 2021
    Summit Financial Group Inc.Previously
  3. 2012 – 2020

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Cetera Investment Advisers at (310) 257-7880 and ask for Mark Weeks. Mark works from the Atlanta, GA office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2004, about 23 years. More experience than 67% of advisors nationwide.

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?

Cetera Investment Advisers 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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