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Mark D Manber

Investment Research Corp.

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About Mark D Manber

Mark Manber is a financial professional with over 30 years of experience in the financial services industry. Mark is currently registered with Investment Research Corp. Mark is a Registered Representative with the firm, and is also an Investment Adviser Representative in Texas, California, Virginia, and North Carolina. Mark has worked with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, investment companies, and charitable organizations. Mark provides a variety of services to his clients, including financial planning, portfolio management, and selection of other advisers.

Firm Information

Mark Manber is currently registered with Investment Research Corp.. Investment Research Corp. is an investment advisor registered with the SEC and located in Denver, CO. The firm manages approximately $52.02 million in assets for individuals, investment companies, pension and profit-sharing plans, and other clients. Their services include financial planning, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. The firm also participates in wrap fee programs.
Investment Research Corp.

1636 LOGAN STREET

DENVER, CO 80203

$52.02M

Assets Under Management

150

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Manber’s Registration & Firm History

TX

06/13/2017 - Present

Investment Research Corp. (KINGWOOD TX)

CA

10/27/1992 - 12/14/2007

1717 CAPITAL MANAGEMENT COMPANY (SOUTH SAN FRANCISCO CA)

AZ

12/14/1990 - 11/11/1992

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NA

09/20/1989 - 12/31/1990

DERAND/PENNINGTON/BASS, INC.

NA

05/23/1988 - 10/18/1989

MESA SECURITIES CORPORATION

NA

01/17/1986 - 05/24/1988

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 06/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/1994

Series 7 - General Securities Representative Examination

BC

Issued 01/16/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark D Manber.
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