MM
MM

Mark D Manber

39 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
177 clients
Average Client Portfolio
$358K average
Assets Under Management
$63.4M

Fee Structure

Loading...

Location

Kingwood, TX

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Mark is a tax professional since 2004, dedicating about half his time during tax season. He also works as a customer service representative at United Airlines and is an Investment Advisor Representative at Investment Research Corp, spending minimal time on each of these roles.

Employment History
Current Registrations
Investment Research CORP
May 2017 - Present · 8 yrs 9 mos
World Capital Brokerage, INC.
December 2007 - Present · 18 yrs 2 mos
World Capital Brokerage, INC.Broker
December 2007 - Present · 18 yrs 2 mos
Previous Registrations
1717 Capital Management Company
July 1997 - December 2007 · 10 yrs 5 mos
1717 Capital Management CompanyBroker
October 1992 - December 2007 · 15 yrs 2 mos
American General Securities IncorporatedBroker
December 1990 - November 1992 · 1 yr 11 mos
Derand/pennington/bass, INC.Broker
September 1989 - December 1990 · 1 yr 3 mos
Mesa Securities CorporationBroker
May 1988 - October 1989 · 1 yr 5 mos
First Investors CorporationBroker
January 1986 - May 1988 · 2 yrs 4 mos
State Registrations12 states
ALAZCACOFLHIKYNCNYTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.