Mark Nehra, financial advisor Rehoboth Beach DE

Mark Nehra

CRD Number: 5511759
Current Firm: Bdfs Capital LLC

Mark Nehra (CRD# 5511759) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 15 years of experience in the finance industry. Mark Nehra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Black Diamond Financial Solutions Milford, DE Jul 2017 - Current 6
Back To Basics Learning Dynamics Inc. Wilmington, DE Oct 2015 - Current 8
Ms Howells & Company Scottsdale, AZ Jul 2017 - Jul 2017 < 1
Waddell & Reed, Inc. Wilmington, DE Nov 2012 - Jul 2017 4
Various Insurance Carriers For W&r Insurance Agencies Felton, DE Nov 2012 - Jul 2017 4
Delaware State University Dover, DE Sep 2016 - Dec 2016 < 1
Society Of Financial Service Professionals Newtown Square, PA Sep 2012 - Jul 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Mark A. Nehra
Phone Number: 302-265-2236
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    288
    MILLIONS
  • Total Number of Accounts
    1,493
    ACCOUNTS
  • Average Account Value
    $192,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, FL, LA, MD, NJ, NY, PA, TX, VA

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