Mark Durham has been an investment adviser representative at Medicus Wealth Planning since November 2021, and is not listed among the firm’s executive officers or direct owners.
Medicus Wealth Planning, Inc. is a Draper, UT firm with $161M under management, 196 clients and 4 advisers across 3 offices, as of its May 2026 filing.
Mark Durham is a Financial Advisor of Medicus Wealth Planning. He started his career at Fidelity Investments in Utah and worked up to Vice President of Sales at Fidelity's headquarters in Boston, after 22 years with Fidelity. He later founded a tax firm, Durham & Company, with his brother, before choosing Medicus Wealth Planning.
- – present · 4 yearsFrancis, UT · Adviser representative · Firm CRD 282904
Investment adviser representative registrations
Mark Durham is registered as an investment adviser representative in Utah, since November 2021.
- UtahSince 22 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2019 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 26 August 1996 |
| Series 7 | General Securities Representative Examination | 21 May 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 March 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 February 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Mark Thomas Durham
- CRD
- 1619530
- Firm
- Medicus Wealth Planning · CRD 282904
- Office
- 89 Wild Willow Drive, Francis, UT 84036
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- medicuswealthplanning.com
Where does Mark Durham work?
Mark Durham is an investment adviser representative registered through Medicus Wealth Planning, Inc. since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Mark Durham a financial advisor?
Yes. Mark Durham has a current investment-adviser registration in Utah, through Medicus Wealth Planning since November 2021.
How many years of experience does Mark Durham have?
Mark Durham has 4 years in the financial industry, since November 2021, across 1 adviser firm.
What exams has Mark Durham passed?
Mark Durham has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 8 and Series 65. The earliest, the Series 63, was passed in February 1987.
Where is Mark Durham based?
Mark Durham’s registered office is in Francis, UT.
Is Mark Durham registered with FINRA?
No. Mark Durham has no current broker registration.
How can I verify Mark Durham’s record?
Search CRD 1619530 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Durham’s full registration record.
