MC
MC

Mark Coverdale

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
285 clients
Average Client Portfolio
$398K average
Assets Under Management
$113.5M

Fee Structure

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Location

1716 Briarcrest, Ste 602, Bryan, TX, 77802

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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 the owner of Coverdale Wealth Management, an LLC for managing taxes and other business expenses. He dedicates a varying amount of time to this activity, but none during trading hours.

Employment History
Current Registrations
Regal Advisory Services, INC.
June 2024 - Present · 1 yr 8 mos
Regal Securities, INC.Broker
September 2023 - Present · 2 yrs 5 mos
State Registrations11 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.