Mark Buis, financial advisor Fort Worth TX
93 score

Mark Buis

CRD 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 9 years of experience in the finance industry.

Similar Advisors
Martin Day, financial advisor Fort Worth TX
Martin R. Day
CRD# 3086193
Box Financial Advisors, LLC
Score
103
Similar Advisors
Jesse Anderson, financial advisor Fort Worth TX
Jesse G. Anderson
CRD# 5002910
Snider Advisors
Score
101
Similar Advisors
Helen Stephens, financial advisor Fort Worth TX
Helen B. Stephens
CRD# 2421457
Aspen Wealth Management
Score
101
Company Name Location Dates Years
Concert Wealth Management, Inc. San Jose, CA Aug 2012 - Current 4
Buis Capital Management, LLC Fort Worth, TX Aug 2012 - Current 4
Bca Diesel Fuel Masters Fort Worth, TX Aug 2012 - Current 4
Unimed Maintenance Management, LLC Fort Worth, TX Aug 2012 - Current 4
Bank Of America, Na Austin, TX Apr 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Jan 2010 - Current 6
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
Contact Info for Mark D. Buis
Phone Number: 408-856-6310
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,012
    MILLIONS
  • Total Number of Accounts
    11,032
    ACCOUNTS
  • Average Account Value
    $182,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

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, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.