Dimensional Fund Advisors Lp
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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
Years of Experience
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Dimensional Fund Advisors Lp Brokerage Details
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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.
Dimensional Fund Advisors
Sei Investments Distribution Co
Capital Brokerage Corporation
Mark Gallivan has no disclosures.
Please visit their SEC profile for more details.