Mark Chavez (CRD# 5539066) is an Investment Advisor Representative working at Lpl Financial LLC in Victoria, TX and has over 15 years of experience in the finance industry.
CRD# 6374747
Edward Jones
CRD# 4504654
Edward Jones
CRD# 4176753
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cobra Athletics | Victoria, TX | Jul 2021 - Current | 2 |
Taiao | Victoria, TX | Jul 2021 - Current | 2 |
Lpl Financial LLC | Corpus Christi, TX | Jul 2021 - Current | 2 |
Third Coast Business Network (bni) | Charlotte, NC | Oct 2020 - Jul 2021 | < 1 |
Grace Ranch Riding, Inc. | Victoria, TX | Feb 2020 - Jul 2021 | 1 |
Mark Chavez Rental Property | Portland, TX | Dec 2019 - Jul 2021 | 1 |
Mark Chavez | Portland, TX | Apr 2019 - Jul 2021 | 2 |
Workplace Options | Raleigh, NC | Feb 2017 - Jul 2021 | 4 |
Team Sc LLC | Portland, TX | Oct 2016 - Jul 2021 | 4 |
The Lampo Group | Brentwood, TN | Jan 2016 - Jul 2021 | 5 |
Various Insurance Carriers For W & R Insurance Agencies | Victoria, TX | Jul 2008 - Jul 2021 | 13 |
Waddell And Reed, Inc. | Corpus Christi, TX | May 2008 - Jul 2021 | 13 |
Toastmasters International | Corpus Christi, TX | Sep 2017 - Feb 2020 | 2 |
Oak Ridge Church | Portland, TX | Jun 2017 - Nov 2019 | 2 |
American Heritage Girls | Portland, TX | Aug 2017 - Sep 2019 | 2 |
Toastmasters | Corpus Christi, TN | Jul 2015 - Aug 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
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.
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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