AeroLeads people directory · profile
Mark Carolin Email & Phone Number
CEO, President, Founder
at
ConceptWealth Financial Advisors, Inc.
3 work emails found
@conceptwealth.com
8 phones found area 210
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO, President, Founder
Location
San Antonio, Texas, United States
Company size
Who is Mark Carolin? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark Carolin is listed as CEO, President, Founder at ConceptWealth Financial Advisors, Inc., a with 4 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at conceptwealth.com, phone signal with area code 210, and a matched LinkedIn profile for Mark Carolin.
Mark Carolin previously worked as President at Kiselis-Mcconville Brokerage Services, Inc. and Registered Rep/Financial Planner at Cigna Financial Advisors. Mark Carolin holds Psychology from Texas State University.
Company email context
Email format at ConceptWealth Financial Advisors, Inc.
This section adds company-level context without repeating Mark Carolin's masked contact details.
{last}@conceptwealth.com
95% confidence
AeroLeads found 3 current-domain work email signals for Mark Carolin. Compare company email patterns before reaching out.
Profile bio
About Mark Carolin
Focused, Ethical, Long-TermDue to SEC and FINRA regulations- I cannot display any endorsements or recommendations in the Linked in profiles- I deeply appreciate the kind and positive words- We all strive to be respected and recognized. Sorry if that causes any inconvenience to anyone.
Listed skills include Fixed Annuities, Public Speaking, Insurance, Strategic Planning, and 22 others.
Current workplace
Mark Carolin's current company
Company context helps verify the profile and gives searchers a useful next step.
Conceptwealth Financial Advisors, Inc.
5 roles · 14 years
Mark Carolin work experience
A career timeline built from the work history available for this profile.
President
Current
Kiselis-Mcconville Brokerage Services, Inc.
A General Life Brokerage firm dedicated to serving the needs of professional Life insurance Agents and their clientele. www.rin-tx.com
2013 - Present
~13 yrs 7 mos
Ceo, President, Founder
CurrentSecurities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.
Jan 1997 - Present
Ceo, President, Founder
CurrentFounded ConceptWealth a fee based financial advisory firmEnvision. Design. ExecuteWww.conceptwealth.com
Jan 1991 - Present
Registered Rep/Financial Planner
Cigna Financial Advisors
Financial Planner
Jan 1991 - Apr 1999
2 education records
Mark Carolin education
Psychology
Texas State University
Education record
The University Of Texas At San Antonio
FAQ
Frequently asked questions about Mark Carolin
Quick answers generated from the profile data available on this page.
What company does Mark Carolin work for?
Mark Carolin works for ConceptWealth Financial Advisors, Inc..
What is Mark Carolin's role at ConceptWealth Financial Advisors, Inc.?
Mark Carolin is listed as CEO, President, Founder at ConceptWealth Financial Advisors, Inc..
What is Mark Carolin's email address?
AeroLeads has found 3 work email signals at @conceptwealth.com for Mark Carolin at ConceptWealth Financial Advisors, Inc..
What is Mark Carolin's phone number?
AeroLeads has found 8 phone signal(s) with area code 210 for Mark Carolin at ConceptWealth Financial Advisors, Inc..
Where is Mark Carolin based?
Mark Carolin is based in San Antonio, Texas, United States while working with ConceptWealth Financial Advisors, Inc..
What companies has Mark Carolin worked for?
Mark Carolin has worked for Conceptwealth Financial Advisors, Inc., Kiselis-Mcconville Brokerage Services, Inc., and Cigna Financial Advisors.
Who are Mark Carolin's colleagues at ConceptWealth Financial Advisors, Inc.?
Mark Carolin's colleagues at ConceptWealth Financial Advisors, Inc. include Wendy O'Brien and Madison Carolin.
How can I contact Mark Carolin?
You can use AeroLeads to view verified contact signals for Mark Carolin at ConceptWealth Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Mark Carolin attend?
Mark Carolin holds Psychology from Texas State University.
What skills is Mark Carolin known for?
Mark Carolin is listed with skills including Fixed Annuities, Public Speaking, Insurance, Strategic Planning, Customer Service, Investment Advisory, Mutual Funds, and Etfs.
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