Mark PeelorCRD Number: 874149
Current Firm: Schwab Private Client Investment Advisory, Inc.
Mark Peelor (CRD# 874149) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 38 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Jan 2012 - Current||6|
|Charles Schwab & Company, Inc.||Orlando, FL||Jan 2012 - Current||6|
|E. E. Powell & Company Inc.||Pittsburgh, PA||Nov 1983 - Jan 2012||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1979|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV