Mark Mundy, financial advisor Waxahachie TX
93 score

Mark Mundy

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Mark G. Mundy
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,871
    MILLIONS
  • Total Number of Accounts
    8,884
    ACCOUNTS
  • Average Account Value
    $323,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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