Mario Randholm Luque (CRD# 5002254) is an Investment Advisor Representative working at Sizemore Capital Management, LLC in Lima, and has 1 year of experience in the finance industry.
CRD# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 4970915
J.p. Morgan Securities LLC
CRD# 4443488
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sizemore Capital Management LLC | Dallas, TX | Feb 2018 - Current | 6 |
| Randholm & Company | Lima, | Nov 2010 - Current | 13 |
| Thomson Reuters | Lima, | Jun 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TX
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Total Assets Under Management112MILLIONS
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Total Number of Accounts686ACCOUNTS
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Average Account Value$163,027
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
TX
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