Mark Neal (CRD# 7286926) is an Investment Advisor Representative working at Avantax Advisory Services in Hollister, CA and has over 2 years of experience in the finance industry.
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1385904
Andresen & Associates Inc.
CRD# 5857983
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mark Allan Neal & Associates Inc. | Hollister, CA | Sep 2022 - Current | 1 |
| Avantax Investment Services, Inc. | Hollister, CA | Oct 2020 - Current | 3 |
| Avantax Advisory Serivces | Hollister, CA | Oct 2020 - Current | 3 |
| Soaprojects, Inc. | Mountain View, CA | Apr 2011 - Current | 13 |
| Mark A Neal Cpa | Hollister, CA | Dec 1993 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- CA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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, VT, WA, WI, WV, WY
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