David Mares, financial advisor Austin TX
78 score

David Mares

CRD Number: 6323986
Current Firm: Planmember Securities Corporation

David Mares (CRD# 6323986) is an Investment Advisor Representative working at Planmember Securities Corporation in Austin, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Moeybea Wealth Management Dba Lone Star Financial Grand Prairie, TX Jan 2018 - Current < 1
Planmember Securities Corporation Carpinteria, CA Jun 2014 - Current 3
Self Employed Grand Prairie, TX Jun 2014 - Current 3
Texas Infinite Wealth Planners Houston, TX May 2014 - Jan 2018 3
Unemployed Grand Prairie, TX Feb 2014 - Jun 2014 < 1
Innomedia Inc. Milpitas, CA Jan 1997 - Feb 2014 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for David D. Mares
Phone Number: 805-684-1199
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,150
    MILLIONS
  • Total Number of Accounts
    57,400
    ACCOUNTS
  • Average Account Value
    $54,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
78

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