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Mark Wendall Whidby

Strata Wealth Advisors, LLC

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About Mark Wendall Whidby

Mark Whidby is a financial advisor with Strata Wealth Advisors, LLC. Mark has been in the industry since 2000 and is registered in Texas. Mark has a Series 7 and Series 63 license. Mark is also a Chartered Financial Analyst.

Firm Information

Mark Whidby is currently registered with Strata Wealth Advisors, LLC. Strata Wealth Advisors, LLC is a registered investment advisor based in Dallas, Texas. They manage approximately $795.49 million in assets for 1,065 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, pension consulting, and portfolio management services for individuals.
Strata Wealth Advisors, LLC

8750 N. CENTRAL EXPRESSWAY

DALLAS, TX 75231

$795.49M

Assets Under Management

1

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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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 Whidby’s Registration & Firm History

TX

06/08/2022 - Present

Strata Wealth Advisors, LLC (DALLAS TX)

TX

07/16/2012 - 05/23/2016

COMMERCE STREET CAPITAL, LLC (DALLAS TX)

IL

05/26/2005 - 05/29/2009

BEREAN CAPITAL INCORPORATED (CHICAGO IL)

TX

07/03/2007 - 12/10/2008

ABSHIER WEBB DONNELLY & BAKER, INC. (HOUSTON TX)

TX

12/03/2003 - 04/20/2005

SANDERS MORRIS HARRIS INC. (HOUSTON TX)

TX

02/01/2000 - 04/27/2001

SANDERS MORRIS HARRIS INC. (HOUSTON TX)

TX

06/08/1999 - 02/01/2000

HARRIS WEBB & GARRISON, INC. (HOUSTON TX)

NY

03/02/1998 - 08/31/1998

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

01/02/1998 - 03/02/1998

DAIN RAUSCHER INCORPORATED

TX

05/07/1996 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

NA

10/09/1992 - 11/13/1992

CHELSEA STREET SECURITIES, INC.

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Licenses & Designations

BC

Issued 07/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Wendall Whidby.
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