Mark Heider (CRD# 6279489) is an Investment Advisor Representative working at Peirce Capital Management, LLC in The Woodlands, TX and has over 10 years of experience in the finance industry. Mark Heider 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# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peirce Capital Management LLC | The Woodlands, TX | Jul 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- TX
-
Total Assets Under Management407MILLIONS
-
Total Number of Accounts906ACCOUNTS
-
Average Account Value$449,487
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, NE, TX
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