Mark Coffelt, financial advisor Austin TX

Mark Coffelt

CRD Number: 1876477
Current Firm: Empiric Advisors, Inc.

Mark Coffelt (CRD# 1876477) is an Investment Advisor Representative working at Empiric Advisors, Inc. in Austin, TX and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Texas Capital, Inc. Austin, TX Sep 2001 - Current 22
First Austin Capital Management, Inc. Austin, TX Oct 1987 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S65 NASAA Investment Advisors Law Examination Aug 1994
Contact Info for Mark A. Coffelt
Phone Number: 512-328-9321
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,527,999
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

TX

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