Mark Bohn is a CFP-designated registered investment advisor, based in Houston, TX, with 27 years of industry experience.
Location
4550 Post Oak Place Suite 125, Houston, TX, 77027
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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 is an insurance agent selling fixed insurance products since 2010, dedicating minimal time to this activity. He is also a financial advisor with IMG Financial Group since 2025, providing insurance, securities, and advisory services, which takes about a quarter of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Athene Securities, LLCBroker
Directed Services LLCBroker
Crossroads Capital Distributors, LLCBroker
Infinex Investments, INC.Broker
Delta Equity Services CorporationBroker
Janus Distributors LLCBroker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Planco Financial Services, INC.Broker
A I M Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.