Mark Keffer, financial advisor Dallas TX
88 score

Mark Keffer

CRD Number: 6324241
Current Firm: Isc Advisors, Inc.

Mark Keffer (CRD# 6324241) is an Investment Advisor Representative working at Isc Advisors, Inc. in Dallas, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Institutional Securities Corp Dallas, TX May 2016 - Current < 1
Ameriprise Financial Services,inc.. Plano, TX Apr 2014 - May 2016 2
Unemployed Plano, TX Jan 2014 - Apr 2014 < 1
Grace Presbyterian Church Plano, TX Aug 2010 - Dec 2013 3
St. Andrews Presbyterian Church Beaumont, TX Jul 2007 - Aug 2010 3
Sennett Federated Church Auburn, NY Jul 2003 - Jul 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Mark D. Keffer
Phone Number: 214 520 1115
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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