Mark Sachse (CRD# 2198070) is an Investment Advisor Representative working at Access Financial Group, Inc. in Mount Vernon, TX and has over 26 years of experience in the finance industry.
CRD# 5318216
Raymond James Financial Services Advisors, Inc.
CRD# 2388541
Lpl Financial LLC
CRD# 7055393
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Access Financial Group, LLC | Mount Vernon, TX | Dec 2020 - Current | 3 |
| Access Financial Group, LLC | Mount Vernon, TX | Oct 2020 - Current | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2017 - Current | 6 |
| Access Financial Group, Inc. | Mount Vernon, TX | Oct 2017 - Current | 6 |
| Estate Planning Designs | Mount Vernon, TX | Oct 2017 - Current | 6 |
| Info Access, Inc. | Mount Vernon, TX | Oct 2017 - Current | 6 |
| Wunderlich Securities, Inc. | Memphis, TN | Aug 2012 - Oct 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- OK
- TX
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Total Assets Under Management7MILLIONS
-
Total Number of Accounts167ACCOUNTS
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Average Account Value$43,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, OK, TX
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