linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Edward Wilson

Branson Fowlkes Russell Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Edward Wilson

Mark Edward Wilson is a financial advisor with over 23 years of experience in the industry. Mark is currently registered as an investment advisor representative with Branson Fowlkes Russell Inc. and Branson Fowlkes & Co. Inc. in Texas. Mark has held previous roles with Triad Advisors LLC, AIG Financial Advisors, Inc., and American General Securities Incorporated. Mark holds the Series 63, Series 65, Series 7, and SIE licenses. Mark specializes in providing investment advice and portfolio management services to individuals and businesses.

Firm Information

Mark Wilson is currently registered with Branson Fowlkes Russell Inc.. Branson Fowlkes Russell Inc. is a Houston, TX-based firm that provides portfolio management services for individuals and businesses, as well as pension consulting. They manage approximately $915,715 in assets for one high-net-worth individual client. The firm has 3 licensed agents and 6 investment advisor representatives.
Branson Fowlkes Russell Inc.

19 BRIAR HOLLOW LANE

HOUSTON, TX 77027

$915,715

Assets Under Management

1

Total Clients

6

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Wilson’s Registration & Firm History

TX

07/25/2023 - Present

Branson Fowlkes Russell Inc. (HOUSTON TX)

TX

12/16/2008 - 12/09/2022

TRIAD ADVISORS LLC (HOUSTON TX)

TX

10/31/2008 - 12/08/2008

AIG FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

05/25/2001 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)

Not sure if Mark Edward Wilson is right for you?

Licenses & Designations

IA

Issued 07/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Edward Wilson.
Not sure if Mark Edward Wilson is right for you?