Mark Bourgeois (CRD# 4029981) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Wichita, KS and has over 24 years of experience in the finance industry.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acrylic Financial, Inc. | Wichita, KS | Dec 2020 - Current | 3 |
| Alphastar Capital Management, LLC | Cornelius, NC | Mar 2016 - Current | 8 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jan 2015 - Current | 9 |
| Central Financial Services Of Wichita | Nashua, NH | Mar 2011 - Current | 13 |
| Ameritas Investment Corp | Lincoln, NE | Nov 2010 - Current | 13 |
| Avacar Financial | Nashua, NH | Oct 2010 - Current | 13 |
| Central Financial Services | Nashua, NH | Oct 2010 - Current | 13 |
| International Planning Group | Wellesley, MA | Sep 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
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- KS
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Total Assets Under Management84MILLIONS
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Total Number of Accounts463ACCOUNTS
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Average Account Value$181,789
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