Mark Schulte (CRD# 2553304) is an Investment Advisor Representative working at Dyche Wealth Management, Inc. in Woodstock, GA and has over 29 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dyche Wealth Management, Inc. | Fayetteville, GA | Aug 2015 - Current | 8 |
| Powell & Schulte, Inc. | Roswell, GA | Dec 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- GA
-
Total Assets Under Management125MILLIONS
-
Total Number of Accounts232ACCOUNTS
-
Average Account Value$538,426
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
GA
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