Mark Loeber (CRD# 1652902) is an Investment Advisor Representative working at Cg Advisory Services in Tulsa, OK and has over 37 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Asset Advisory Services, LLC | Haslett, MI | Sep 2017 - Current | 6 |
| The Word Of Reconciliation, Inc. | Tulsa, OK | Jun 2011 - Current | 12 |
| Advancement Financial Services, LLC | Tulsa, OK | Jan 2010 - Current | 14 |
| Legacy Of Faith Foundation | Tulsa, OK | Nov 2002 - Current | 21 |
| The Advancement Group, Inc. | Tulsa, OK | Apr 1994 - Current | 30 |
| Self Employed | Tulsa, OK | Jun 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
- OK
- TX
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Total Assets Under Management3,215MILLIONS
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Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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