Mark MundyCRD Number: 1898549
Current Firm: Ameritas Investment Corp
Mark Mundy (CRD# 1898549) is an Investment Advisor Representative working at Ameritas Investment Corp in Waxahachie, TX and has over 29 years of experience in the finance industry.
Schulz Wealth, Ltd.
H.d. Vest Advisory Services, Inc.
Ameriprise Financial Services, Inc.
|Foster Financial||Dallas, TX||Sep 2014 - Current||3|
|Anbtx Ins. And Sleeper Sewell||Dallas, TX||Dec 2013 - Current||4|
|Ameritas Investment Corp||Lincoln, NE||Dec 2003 - Current||14|
|Mundy Financial Services||Dallas, TX||Jan 2004 - Sep 2015||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management2,871MILLIONS
Total Number of Accounts8,884ACCOUNTS
Average Account Value$323,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY