Mark DisonCRD Number: 5475167
Current Firm: Valic Financial Advisors, Inc.
Mark Dison (CRD# 5475167) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Knoxville, TN and has over 9 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Valic Financial Advisors, Inc.||Knoxville, TN||Mar 2013 - Current||4|
|Center Street Securities, Inc.||Bristol, VA||May 2008 - Mar 2013||4|
|Thacker & Associates||Bristol, VA||Dec 2007 - Mar 2013||5|
|Elliott Financial Services, Inc.||Bristol, VA||Jan 2008 - May 2008||< 1|
|Western Southern Life||Greeneville, TN||Jul 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||May 2009|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV