Mark Nehra, financial advisor Milford DE
96 score

Mark Nehra

CRD Number: 5511759
Current Firm: Bdfs Capital LLC

Mark Nehra (CRD# 5511759) is an Investment Advisor Representative working at Bdfs Capital LLC in Milford, DE and has over 9 years of experience in the finance industry. Mark Nehra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Black Diamond Financial Solutions Milford, DE Jul 2017 - Current < 1
Ms Howells & Company Scottsdale, AZ Jul 2017 - Current < 1
Back To Basics Learning Dynamics Inc. Wilmington, DE Oct 2015 - Current 2
Waddell & Reed, Inc. Wilmington, DE Nov 2012 - Jul 2017 4
Various Insurance Carriers For W&r Insurance Agencies Felton, DE Nov 2012 - Jul 2017 4
Delaware State University Dover, DE Sep 2016 - Dec 2016 < 1
Society Of Financial Service Professionals Newtown Square, PA Sep 2012 - Jul 2015 2
Aetna Wilmington, DE May 2010 - Nov 2012 2
Metlife Newark, DE Apr 2008 - Nov 2012 4
Unemployed Wilmington, DE Feb 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Mark A. Nehra
Phone Number: 302-265-2236
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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