Mark Nokyos, financial advisor San Antonio TX
90 score

Mark Nokyos

CRD Number: 4463171
Current Firm: Covenant

Mark Nokyos (CRD# 4463171) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has 1 year of experience in the finance industry. Mark Nokyos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Covenant Multi-family Offices, LLC Dallas, TX Jul 2013 - Current 3
Unemployed Hollister, CA Jul 2009 - Jul 2013 4
Banc One Securities Corporation Houston, TX Sep 2001 - Jun 2009 7
Bank One Houston, TX Aug 1999 - Jun 2009 9

Mark Nokyos has no recent exams reported.
Contact Info for Mark R. Nokyos
Phone Number: 210-403-5350
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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