Mark Digiovanni (CRD# 2252503) is an Investment Advisor Representative working at Edelman Financial Engines in Spring, TX and has over 31 years of experience in the finance industry. Mark Digiovanni 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.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Jun 2021 - Current | 2 |
| Tiaa | Houston, TX | Jan 2018 - Jun 2021 | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Houston, TX | Jan 2018 - Jun 2021 | 3 |
| Unemployed | Covington, LA | Jun 2017 - Jan 2018 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Houston, TX | Dec 2007 - Jun 2017 | 9 |
| Tiaa | Houston, TX | Dec 2007 - Jun 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management270,770MILLIONS
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
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