ChooseAFinancialAdvisor.com
Advisors / California / Corona
20yrs

Mark Billes

Financial advisor at Retirement Investment Advisors

Mark Billes is a fiduciary financial advisor in Corona, California, with 20 years in the industry. Mark joined Retirement Investment Advisors in 2020, after five years at Horter Investment Management and three years at Berthel Fisher & Company Financial Services. Retirement Investment Advisors offers selecting outside investment managers and educational workshops.

One of 110 advisors with offices in Corona, and one of 104 fiduciaries.

Corona, CA 92878Fiduciary advisor
Call the officeDirections

At a glance

Experience20 years (since 2006)
How that compares ?More experience than 67% of advisors in Corona
Office4740 Green River Road Suite 201, Corona, CA 92878
How the firm is paid ?Other
States licensed ?1 state

Services through Retirement Investment Advisors

Choosing 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. 2020 – now
  2. 2015 – 2020
  3. 2008 – 2010

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. 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 Mark

How do I contact Mark?

Call Retirement Investment Advisors at (951) 393-0030 and ask for Mark Billes. Mark works from the Corona, CA office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2006, about 20 years. More experience than 67% of advisors in Corona.

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?

Retirement Investment Advisors reports being paid by 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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