Unclaimed Profile

Mark Andrew Macarthur

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.·VALENCIA, California

SIE, Series 7, Series 24, Series 63, Series 6522 years registeredCRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

26650 THE OLD ROAD, VALENCIA, CA 91381CRD# 2411397Firm CRD# 142180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Andrew Macarthur · VALENCIA, CA

Registration

CRD #2411397 · CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

M2 CAPITAL ADVISORS

Jun 2017 – present

CRITERION WEALTH MANAGEMENT

Jan 2008 – Aug 2017

VALENCIA, CA

VISIONLINK FINANCIAL ADVISORS, INC.

Jan 2005 – Nov 2006

VALENCIA, CA

FISHER INVESTMENTS,INC.

Oct 2003 – Aug 2004

VALENCIA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 9, 2003

Years registered · 22

Disclosure History

2026Customer Dispute·Pending

2020Civil·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

CRD 142180 · SEC 801-67247

AUM

$58M

Regulatory assets under management

Employees

107 client accounts

Services offered by CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VALENCIA?

Browse all registered financial advisors in VALENCIA, California or claim this profile if it's yours.

Browse VALENCIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Andrew Macarthur offer?

Mark Andrew Macarthur specializes in Investment Management. Contact their office in VALENCIA, California for a consultation.

What are Mark Andrew Macarthur's credentials?

Mark Andrew Macarthur is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Andrew Macarthur located?

Mark Andrew Macarthur is based in VALENCIA, California, working with CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.

How does Mark Andrew Macarthur charge for services?

Mark Andrew Macarthur's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.?

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. has approximately 3 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →