Mark Creel (CRD# 2191409) is an Investment Advisor Representative working at Simplified Wealth Management in Hattiesburg, MS and has over 32 years of experience in the finance industry.
CRD# 4712192
Cetera Investment Advisers LLC
CRD# 4492120
Simplified Wealth Management
CRD# 6952696
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simplified Wealth Management | Hattiesburg, MS | Nov 2021 - Current | 2 |
| Lpl Financial | Hattiesburg, MS | Feb 2010 - Nov 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
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- MS
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Total Assets Under Management156MILLIONS
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Total Number of Accounts1,444ACCOUNTS
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Average Account Value$108,313
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, FL, GA, LA, MS, TN, TX
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