Mark Ellison
Mark Ellison is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 19 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
Dallas, TX
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Regulatory History (1)
Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Mark sells equity indexed annuities through Avantax Insurance Agency LLC and is a partner/owner in Five Star Advisor Partners, LLC, created for his Avantax business. He also volunteers on the board of the YMCA Camp Grady Suruce and prepares tax returns for Joseph Hancock Tax and Financial Service, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations26 states
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