Mark Kutz (CRD# 1896152) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MD and has over 33 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | Denver, CO | Oct 2016 - Current | 7 |
| Mdk Financial, Inc. | Columbia, MD | Jul 1991 - Current | 32 |
| Investors Capital Corp. | Columbia, MD | Apr 1995 - Oct 2016 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- MD
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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