The California Department of Financial Protection and Innovation (DFPI) has received information that the WhatsApp number (609) 381-7323 is being used fraudulently to pose as a licensed investment adviser. The individual using this number, identifying themselves as “Diana,” claims to be an assistant at Wealthmark Advisory Group, LLC and has also provided a secondary contact number, (217) 816-0881.
Please be advised that these phone numbers — (609) 381-7323 and (217) 816-0881 — are not associated with any licensed investment adviser in California.
The imposters are falsely claiming affiliation with Wealthmark Advisory Group, LLC, which is a legitimate California-licensed investment adviser (CRD number 166494).
The DFPI strongly urges consumers to exercise caution when responding to unsolicited communications offering investment or financial services. To verify whether a financial or investment service provider is licensed in California, or to submit a complaint, please visit the DFPI website at dfpi.ca.gov or call (866) 275-2677.