Mark Mangum (CRD# 2237473) is an Investment Advisor Representative working at Eltekon Advisors, LLC in West Lake Hills, TX and has over 31 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eltekon Insurance Agency, LLC | Austin, TX | Feb 2001 - Current | 23 |
| Eltekon Advisors, LLC | Austin, TX | Dec 2000 - Current | 23 |
| Eltekon Financial, LLC | Austin, TX | Aug 2000 - Current | 23 |
| Eltekon Business Services, LLC | Austin, TX | Aug 2000 - Current | 23 |
| Eltekon Holdings, LLC | Austin, TX | Aug 2000 - Current | 23 |
| Pass Consultants, LLC | Austin, TX | Apr 2005 - Aug 2019 | 14 |
| Eltekon Securites, LLC | Austin, TX | Dec 2000 - May 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
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 Management200MILLIONS
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Total Number of Accounts600ACCOUNTS
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Average Account Value$333,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
FL, LA, TX
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