MD
MD

Mark Lawrence Deutsch

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
322 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$533.1M

Fee Structure

Minimum Investment:$250K
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Location

2019 E. Del Mar Blvd., Suite 100, Laredo, TX, 78041

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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.

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Other Business Activities

Mark is a partner at Deutsch and Garza LTD DBA Cresta Advisors, an RIA firm, dedicating full-time hours. He is also a manager at D&G Management Co., LLC, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Cresta Advisors
November 2013 - Present · 12 yrs 3 mos
Previous Registrations
Argentus Advisors, LLC
September 2011 - February 2014 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - September 2011 · 6 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Mark Lawrence Deutsch - Financial Advisor | TrueAdvisor