Mark Murray is a registered investment advisor at Swbc Investment Advisory Services LLC, based in Austin, TX, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,165 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
900 South Capital of Texas, Ste 155, Austin, TX, 78746
Get directionsHistory
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 Activities
Mark is a self-employed baseball umpire since 2015, dedicating a few hours per week. He is also a passive shareholder in Dreamhome Partners, LLC and Vice President of Rockdale Flying Tigers, LLC, spending minimal time on each.
Employment History
Current Registrations
Swbc Investment Advisory Services LLC
Previous Registrations
Creative Planning
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
VALIC Financial Advisors, INC.Broker
Farmers Financial Solutions, LLCBroker
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.