Mark
Whidby
Strata Wealth Advisors, LLC
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About this Advisor
Mark Whidby is a financial advisor based in Dallas, Texas, working with Strata Wealth Advisors, LLC. Mark has previously held positions at Commerce Street Capital LLC, Strata Wealth Advisors, LLC, and Lee Financial Company. Mark has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Mark is part of Strata Wealth Advisors, LLC, which operates out of Dallas, Texas. The firm has 14 employees and manages assets totaling $795.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Strata Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strata Wealth Advisors, LLC Brokerage Details
$795,489,375
14
1,065
$746,938
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mark Whidby Work History
Strata Wealth Advisors, LLC
Lee Financial Company
Commerce Street Capital LLC
Disclosures
Please visit the SEC profile of Mark Whidby 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 Strata Wealth Advisors, LLC
Providence Village, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Sunnyvale, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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