Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward McMeans is a financial advisor currently registered with Brasada Capital Management, LP. Mark McMeans has been in the industry since 1992 and holds the Series 6, Series 26, and Series 63 licenses. Mark McMeans specializes in providing portfolio management for individuals and pooled investment vehicles. Mark Edward McMeans is also a Chartered Financial Analyst.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary model advice
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/31/2008 - Present
Brasada Capital Management, LP (HOUSTON TX)
TX
11/05/1996 - 03/17/2008
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
09/16/1992 - 09/26/1996
FUND MANAGEMENT COMPANY (HOUSTON TX)
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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