Mark ShinderCRD Number: 5114724
Current Firm: Trust Asset Management LLC
Mark Shinder (CRD# 5114724) is an Investment Advisor Representative working at Trust Asset Management LLC in Houston, TX and has over 15 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Northstar Memorial Group LLC||Houston, TX||Nov 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2006|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management2,088MILLIONS
Total Number of Accounts147ACCOUNTS
Average Account Value$14,202,336
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, HI, IL, NJ, TN, TX
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