RBC Capital Markets
41yrs
Top advisor by experience in Phoenix
9yrs
Mark Wiley
Financial advisor at Cambridge Investment Research Advisors
Mark Wiley has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Phoenix, Maryland. Mark has been with Cambridge Investment Research Advisors since 2022; before that, Mark spent four years at Merrill. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 18 advisors with offices in Phoenix, and one of 14 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office14307 Jarrettsville Pike, Phoenix, MD 21131
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational 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 66Uniform Combined State Law Examination
Career
- 2022 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2018 – 2021MerrillPreviously
Contact Mark
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Mark. 14307 Jarrettsville PikePhoenix, MD 21131Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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 Cambridge Investment Research Advisors at (641) 472-5100 and ask for Mark Wiley. Mark works from the Phoenix, MD office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Mark hold?
Series 66. 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?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, 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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