Mark Cecil (CRD# 1637259) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Rockville, MD and has over 36 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Acacia Financial Group | Metairie, LA | Jan 2018 - Current | 6 |
| United Wealth Advisors Group, LLC | Rockville, MD | Oct 2013 - Current | 10 |
| Ameritas Life Insurance | Lincoln, NE | Jun 2006 - Current | 17 |
| Ameritas Investment Company, LLC | Lincoln, NE | Oct 2003 - Current | 20 |
| Wealth Advisors Group LLC | Rockville, MD | Aug 1986 - Current | 37 |
| Afp Group | Houston, TX | Jan 2016 - Jun 2022 | 6 |
| Acacia Mutual Life | Washington, DC | Jun 1986 - Jul 2014 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1988 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- MD
- TX
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Total Assets Under Management10,289MILLIONS
-
Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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