Mark Chavez, financial advisor Victoria TX

Mark Chavez

CRD Number: 5539066
Current Firm: Lpl Financial LLC

Mark Chavez (CRD# 5539066) is an Investment Advisor Representative working at Lpl Financial LLC in Victoria, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cobra Athletics Victoria, TX Jul 2021 - Current 2
Taiao Victoria, TX Jul 2021 - Current 2
Lpl Financial LLC Corpus Christi, TX Jul 2021 - Current 2
Third Coast Business Network (bni) Charlotte, NC Oct 2020 - Jul 2021 < 1
Grace Ranch Riding, Inc. Victoria, TX Feb 2020 - Jul 2021 1
Mark Chavez Rental Property Portland, TX Dec 2019 - Jul 2021 1
Mark Chavez Portland, TX Apr 2019 - Jul 2021 2
Workplace Options Raleigh, NC Feb 2017 - Jul 2021 4
Team Sc LLC Portland, TX Oct 2016 - Jul 2021 4
The Lampo Group Brentwood, TN Jan 2016 - Jul 2021 5
Various Insurance Carriers For W & R Insurance Agencies Victoria, TX Jul 2008 - Jul 2021 13
Waddell And Reed, Inc. Corpus Christi, TX May 2008 - Jul 2021 13
Toastmasters International Corpus Christi, TX Sep 2017 - Feb 2020 2
Oak Ridge Church Portland, TX Jun 2017 - Nov 2019 2
American Heritage Girls Portland, TX Aug 2017 - Sep 2019 2
Toastmasters Corpus Christi, TN Jul 2015 - Aug 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Chavez
Phone Number: 704-733-3300
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • DC
  • FL
  • GA
  • ID
  • KS
  • KY
  • LA
  • MI
  • MN
  • MO
  • MT
  • NV
  • NM
  • NC
  • ND
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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