Mark
Gallivan

Dimensional Fund Advisors Lp

CRD#5121901
Investment Advisor
in Austin, TX
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About this Advisor

Mark Gallivan is a certified financial planner based out of Austin, Texas, who has been in the advisory business for 11 years. Gallivan currently works for Dimensional Fund Advisors Lp. The advisor has gained experience at Capital Brokerage Corporation, Genworth Financial, Sei, Sei Investments Distribution Co and Dimensional Fund Advisors. Gallivan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Dimensional Fund Advisors Lp is a registered investment firm that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 863 people on staff. It controls $637 billion in total assets between its 465 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 465 accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Dimensional Fund Advisors Lp provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Dimensional Fund Advisors Lp likely consist of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

6300 Bee Cave Road Building One
Austin, TX 78746

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Dimensional Fund Advisors Lp Brokerage Details

Total Assets Under Management

$569,308,518,012

TX Average: $3,042,739,679
Total Number of Employees

1,001

TX Average: 49
Total Number of Accounts

468

TX Average: 2,315
Average Account Size

$1,216,471,192

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Mark Gallivan Work History

Mark has 11 years of experience.

2018 - Present (1 years)

Dimensional Fund Advisors

2012 - 2018 (6 years)

Sei

2012 - 2018 (6 years)

Sei Investments Distribution Co

2007 - 2012 (5 years)

Capital Brokerage Corporation

2007 - 2012 (5 years)

Genworth Financial

Disclosures

Mark Gallivan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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