Mark Shoultz, financial advisor Phoenix AZ
90 score

Mark Shoultz

CRD Number: 5468933
Current Firm: Usaa Financial Planning Services

Mark Shoultz (CRD# 5468933) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Phoenix, AZ Mar 2013 - Current 3
Usaa Financial Advisors Inc. Phoenix, AZ Feb 2012 - Current 4
Usaa Life Insurance Company Phoenix, AZ Feb 2012 - Aug 2015 3
Unemployed Phoenix, AZ Nov 2011 - Feb 2012 < 1
Suntrust Investment Services,inc Atlanta, GA Sep 2010 - Nov 2011 1
Suntrust Investment Services, Inc. Raleigh, NC May 2010 - Nov 2011 1
Unemployed Durham, NC Jan 2009 - May 2010 1
Morgan Stanley & Co, Inc. Raleigh, NC Dec 2007 - Dec 2008 1
Performance Acura/bmw/porsche Chapel Hill, NC Jun 2004 - Nov 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Mark R. Shoultz
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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