Mark
Szymanski

Cetera Advisor Networks LLC

CRD#1966010
Investment Advisor
in Dallas, TX
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About this Advisor

Mark Szymanski is a certified financial planner who lives in Dallas, Texas. Currently a registered investment advisor with Cetera Advisor Networks LLC, they have accrued an impressive 29 years of professional experience. Szymanski has a Series 63 license, certifying them as a securities agent. Szymanski can act as a financial advisor in Texas. Over the course of their career, they have held roles at Cetera Advisor Networks LLC and Financial Network Investment Corporation. Cetera Advisor Networks LLC is located in Dallas, Texas, and has 850 offices throughout the country. As a registered advisory firm, Cetera Advisor Networks LLC manages $21 billion in assets across 75,665 client accounts and retains more than 1,890 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 59,013 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 25% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Cetera Advisor Networks LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12221 Merit Dr Ste 625
Dallas, TX 75251

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$18,099,125,377

TX Average: $7,578,581,321
Total Number of Employees

1,767

TX Average: 43
Total Number of Accounts

71,503

TX Average: 3,727
Average Account Size

$253,124

TX Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Mark Szymanski Work History

Mark has 29 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks LLC

1989 - 2012 (23 years)

Financial Network Investment Corporation

Disclosures

Mark Szymanski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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