Mark Keffer is a registered investment advisor, based in Dallas, TX, with 11 years of industry experience.
Location
3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219
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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 ActivitiesSells Insurance
Mark operates MK Financial Services as a sole proprietor, offering securities, investment advisory services, and insurance products through Institutional Securities Corp, ISC Advisors, and Investment Sales Corp. He also is a member of Texas North Mster Networks, spending a few hours per week referring new chapter members.
Employment History
Current Registrations
Isc Advisors, INC.
Institutional Securities CorporationBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations13 states
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.