Mark Szymanski
Mark Szymanski is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 36 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12221 Merit Dr Ste 1760, Dallas, TX, 75251
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Regulatory History
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 ActivitiesSells Insurance
Mark solicits and sells fixed insurance and annuity products, including life, health, disability, annuities, and long-term care insurance. He is also an affiliated person with Financial Network, a financial services business, dedicating about a quarter of his time to this investment-related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations4 states
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