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Mark Radulovich

Prota Financial

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About Mark Radulovich

Mark Radulovich is an investment advisor representative for Prota Financial in Houston, Texas. Mark has been a registered investment advisor since 2013. Mark holds the Series 66, Series 7, and SIE licenses. Mark previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Mark also is a co-founder of a software company, Capital 148.

Firm Information

Mark Radulovich is currently registered with Prota Financial. Prota Financial is an investment advisor registered with the SEC, headquartered in HOUSTON, TX. They manage over $182 million in assets for a total of 1,324 accounts, including individuals, corporations, and high-net-worth individuals. The firm specializes in providing financial planning and portfolio management services. They are also registered to provide advisory services for selection of other advisors.
Prota Financial

1980 POST OAK BLVD

HOUSTON, TX 77056-3845

$182.02M

Assets Under Management

Not reported

Total Clients

11

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 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.

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percentage of assets

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

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Mark Radulovich’s Registration & Firm History

TX

05/25/2016 - Present

Prota Financial (HOUSTON TX)

TX

11/20/2013 - 05/03/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 12/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Radulovich.
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