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Mark Duane Schilder

DFA Securities LLC

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About Mark Duane Schilder

Mark Schilder is a financial professional registered with DFA Securities LLC in Charlotte, North Carolina. Mark has been active in the financial industry since 1999. His previous experience includes time at Russell Investments Implementation Services, LLC, Symetra Investment Services, Inc., Harris Investor Services LLC, Harris Investorline Inc. and First Investors Corporation. Mark holds the Series 4, Series 6, Series 7, Series 24, and SIE licenses. Mark is registered in North Carolina and Texas.

Firm Information

Mark Schilder is currently registered with DFA Securities LLC. DFA Securities LLC is a Limited Liability Company formed in April 2009 and is registered in 53 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

237

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.

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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Mark Schilder’s Registration & Firm History

NC

09/16/2016 - Present

DFA Securities LLC (CHARLOTTE NC)

WA

08/08/2008 - 08/09/2016

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (SEATTLE WA)

WA

07/18/2005 - 03/31/2008

SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)

NJ

05/01/2002 - 03/05/2004

HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)

WA

05/30/1997 - 05/01/2002

HARRIS INVESTORLINE INC. (SEATTLE WA)

NJ

01/29/1997 - 03/04/1997

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 01/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/1998

Series 4 - Registered Options Principal Examination

BC

Issued 10/22/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/28/1997

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 Duane Schilder.
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