Mark Graber (CRD# 2812889) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Red Oak, IA and has over 27 years of experience in the finance industry.
CRD# 4745122
Edward Jones
CRD# 6370237
Primerica Advisors
CRD# 5983104
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Sound Income Strategies, LLC | Red Oak, IA | Dec 2015 - Current | 8 |
Senior Advisors Inc. | Red Oak, IA | Jul 2005 - Current | 18 |
Spc | Ann Arbor, MI | Apr 2014 - Dec 2015 | 1 |
Mark W. Graber | Red Oak, IA | Apr 2005 - Dec 2015 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1996 |
S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
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Total Assets Under Management2,669MILLIONS
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Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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