MF
MF

Mark Fournier

28 Years of Experience
Houston, TX
1 DisclosureBroker

Mark Fournier is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

717 Texas Avenue, Suite 3050, Houston, TX, 77002

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2001
Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
March 1998 - June 2009 · 11 yrs 3 mos
Citigroup Global Markets INC.Broker
March 1998 - June 2009 · 11 yrs 3 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mark Fournier - Financial Advisor | TrueAdvisor