Mark BuisCRD Number: 5289783
Current Firm: Concert Wealth Management
Mark Buis (CRD# 5289783) is an Investment Advisor Representative working at Concert Wealth Management in Fort Worth, TX and has over 11 years of experience in the finance industry.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
|Concert Wealth Management, Inc.||San Jose, CA||Aug 2012 - Current||5|
|Buis Capital Management, LLC||Fort Worth, TX||Aug 2012 - Current||5|
|Bca Diesel Fuel Masters||Fort Worth, TX||Aug 2012 - Current||5|
|Unimed Maintenance Management, LLC||Fort Worth, TX||Aug 2012 - Current||5|
|Bank Of America, Na||Austin, TX||Apr 2010 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Austin, TX||Jan 2010 - Current||8|
|Morgan Stanley Smith Barney||Austin, TX||Jun 2009 - Jan 2010||< 1|
|Morgan Stanley & Company, Incorporated||Austin, TX||Apr 2007 - Jan 2010||2|
|Morgan Stanley Dw Inc.||Austin, TX||Jan 2007 - Apr 2007||< 1|
|Unemployed||Austin, TX||Nov 2006 - Jan 2007||< 1|
|Covert Auto Group||Austin, TX||Aug 2006 - Nov 2006||< 1|
|Allen Samuels Auto Group||Austin, TX||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management201MILLIONS
Total Number of Accounts350ACCOUNTS
Average Account Value$574,246
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KS, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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