Mark McAdams (CRD# 2407434) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 30 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Icon Wealth Advisors, LLC | Houston, TX | Aug 2022 - Current | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Mar 2017 - Current | 7 |
| Icon Wealth Partners, LLC | Houston, TX | Feb 2017 - Aug 2022 | 5 |
| Morgan Stanley Smith Barney | Houston, TX | Jun 2009 - Feb 2017 | 7 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jun 2009 - Feb 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- TX
-
Total Assets Under Management1,905MILLIONS
-
Total Number of Accounts3,998ACCOUNTS
-
Average Account Value$476,554
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, GA, LA, NH, NY, TX
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 derived from SEC.gov data covering 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.
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.