Mark Deutsch (CRD# 2720480) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 28 years of experience in the finance industry.
CRD# 2693506
Lincoln Financial Securities Corporation
CRD# 6949848
Commonwealth Financial Network
CRD# 5100372
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deutsch & Garza Ltd Dba/ Cresta Advisors | Laredo, TX | Nov 2013 - Current | 10 |
| Fintegra, LLC | Minneapolis, MN | Feb 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- TX
-
Total Assets Under Management418MILLIONS
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$787,266
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
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.