Mark Symm (CRD# 2856764) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in College Station, TX and has over 27 years of experience in the finance industry.
CRD# 5699206
Securities America Advisors, Inc.
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
CRD# 5786080
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | College Station, TX | Oct 2020 - Current | 3 |
| Unemployed | College Station, TX | Jul 2019 - Oct 2020 | 1 |
| Capital Advisors, Inc. | Tulsa, OK | Mar 2005 - Jul 2019 | 14 |
| Quasar Distributors, LLC | Milwaukee, WI | Jan 2018 - Dec 2018 | < 1 |
| Minshall & Company Inc. | Tulsa, OK | Nov 2006 - Oct 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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