Mark Langerman, financial advisor Houston TX
93 score

Mark Langerman

CRD Number: 1354113
Current Firm: Ascendant Advisors, LLC

Mark Langerman (CRD# 1354113) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Alpha Cubed Investments, LLC Newport Beach, CA Apr 2015 - Current 1
Alpha Cubed Investments, LLC Irvine, CA Jun 2014 - Current 2
Sup Doggie LLC Scottsdale, AZ Jan 2014 - Current 2
Ascendant Advisors, LLC Houston, TX Feb 2012 - Current 4
Tfi Portfolios, LLC Scottsdale, AZ Jan 2011 - Current 5
Empowermernt Financial Group Scottsdale, AZ Apr 2009 - Current 7
Mark Langerman Sole Proprietor Scottsdale, AZ Apr 2009 - Current 7
Mark Langerman, Sole Proprietor Scottsdale, AZ Apr 2009 - Current 7
Platinum Asset Management Advisors LLC Scottsdale, AZ Mar 2009 - Sep 2015 6
First Allied Securities, Inc. San Diego, CA Apr 2009 - Jan 2012 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale, AZ Jul 2007 - Apr 2009 1
Wells Fargo Investments, LLC Scottsdale, AZ Jun 2001 - Jul 2007 6
Wells Fargo Securities, LLC Phoenix, AZ Jan 2001 - Jul 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Mark J. Langerman
Phone Number: 713-552-1880
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $1,368,182
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, NJ, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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