Mark
Mayfield

Professional Financial Advisors, LLC

CRD#6735339
Investment Advisor
in North Platte, NE

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About this Advisor

Mark Mayfield is a certified financial planner working out of North Platte, Nebraska who has 3 years of relevant experience. Mayfield works at Professional Financial Advisors, LLC. Over the course of their career, Mayfield has held roles at Securities America Inc, Tomorrow'S Money, Nebraskaland National Bank, Norman Efrigeration, High School, Student, Securities America Advisors, Lpl Financial LLC and Professional Financial Advisors, LLC. Mayfield has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Nebraska. Professional Financial Advisors, LLC is a firm operating out of North Platte, NE. The firm has offices in four locations and a total of seven financial advisors. It handles $307 million in total assets between its 2,583 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 2,583 accounts, just 9% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management are based on which services the firm provides the client. Fee types billed by Professional Financial Advisors, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1400 S Dewey St Suite 300
North Platte, NE 69101-5311

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Professional Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$307,300,204

NE Average: $1,978,216,465
Total Number of Employees

7

NE Average: 226
Total Number of Accounts

2,583

NE Average: 7,467
Average Account Size

$118,970

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Mark Mayfield Work History

Mark has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Professional Financial Advisors, LLC

2020 - 2020 (< 1 year)

Lpl Financial LLC

2018 - 2020 (2 years)

Securities America Inc

2018 - 2020 (2 years)

Securities America Advisors

2016 - 2018 (2 years)

Tomorrow'S Money

2016 - 2016 (< 1 year)

Nebraskaland National Bank

2015 - 2016 (1 year)

Student

2014 - 2015 (1 year)

Norman Efrigeration

2008 - 2014 (6 years)

High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Mayfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Professional Financial Advisors, LLC

Kayla Douglas
North Platte, NE
Mark Mayfield
North Platte, NE
Bernard Wurts
North Platte, NE
Douglas Peterson
North Platte, NE
Marc Werkmeister
North Platte, NE
Dennis Hadden
North Platte, NE
Thomas Obrist
North Platte, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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