Mark RizviCRD Number: 6953734
Current Firm: Tmd Wealth Management
Mark Rizvi (CRD# 6953734) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 3 years of experience in the finance industry. Mark Rizvi 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.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Tmd Wealth Management LLC||Scottsdale, AZ||Jun 2021 - Current||1|
|Tfo Phoenix, Inc.||Phoenix, AZ||Jan 2021 - Jun 2021||< 1|
|Tfo Phoenix, Inc.||Phoenix, AZ||Jan 2019 - Dec 2020||1|
|1836 Heritage LLC||Belton, TX||Jan 2017 - Dec 2020||3|
|Snow Garrett Wealth Management||Weatherford, TX||May 2018 - Dec 2018||< 1|
|Student||Lubbock, TX||May 2009 - Dec 2018||9|
|Chappell Hill Investment Group||Belton, TX||May 2012 - Dec 2017||5|
|Vietnam Center And Archive||Lubbock, TX||Feb 2017 - Sep 2017||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2019|
Total Assets Under Management819MILLIONS
Total Number of Accounts1,410ACCOUNTS
Average Account Value$580,526
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, LA, MA, NE, NH, OK, OR, TX, WA
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