Mark ShoultzCRD 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 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Planning Services||Phoenix, AZ||Mar 2013 - Current||4|
|Usaa Financial Advisors Inc.||Phoenix, AZ||Feb 2012 - Current||5|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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