Mark A. Reeves
BOX FINANCIAL ADVISORS
Grapevine, TX 76051
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CRD#: 1999932
Professional summary
Mark Alan Reeves, CFP® is a registered financial advisor currently at BOX FINANCIAL ADVISORS, LLC located in Grapevine, Texas.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Mark has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) RENTAL PROPERTY POSITION: Employee NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 6 START DATE: 10/01/2019 ADDRESS: 6 Rodilo Ln., Hot Springs Village AR 71909, United States DESCRIPTION: Property manager. (2) RENTAL PROPERTY POSITION: Co-Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2019 ADDRESS: 22 Segovia Dr, Hot Springs Village AR 71909, United States DESCRIPTION: Property manager. (3) COVENANT CHRISTIAN ACADEMY POSITION: Agent/Representative NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2012 ADDRESS: 901 Cheek Sparger Rd., Colleyville TX 76034, United States DESCRIPTION: Coaching track and cross-country. (4) OUTSIDE INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1990 ADDRESS: 4851 Lbj Fwy, Suite 1175, Dallas TX 75244, United States DESCRIPTION: Insurance sales for Life, Health & Fixed Annuities. (5) MR REEVES, LLC POSITION: Owner NATURE: Mortgage Lending Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 425 Montreal Ct., Hurst TX 76054, United States DESCRIPTION: Limited partner on wife realtor business. (6) USATF CERTIFIED TRACK OFFICIAL POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 425 Montreal Ct., Hurst TX 76054, United States DESCRIPTION: Officiating track & field meets.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Alan Reeves's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
August 15, 2025 - Present
BOX FINANCIAL ADVISORS, LLC
Office #1: 1600 W Northwest Hwy Suite 300, Grapevine, TX 76051RIA
CRD#: 155623
Grapevine, TX
Past
September 26, 2022 - December 31, 2023
CORNERSTONE FINANCIAL SERVICES, INC.
RIA
CRD#: 112278
DALLAS, TX
Past
March 25, 2022 - March 26, 2024
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
DALLAS, TX
Past
March 25, 2022 - March 26, 2024
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
DALLAS, TX
Past
April 19, 2016 - March 25, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
HURST, TX
Past
October 18, 2006 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
HURST, TX
Past
October 18, 2006 - March 25, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
HURST, TX
Past
October 31, 2005 - October 30, 2006
OSAIC SERVICES, INC.
BD
CRD#: 133763
AMARILLO, TX
Past
June 3, 2002 - September 25, 2007
SUMMIT FINANCIAL GROUP
RIA
CRD#: 115142
AMARILLO, TX
Past
November 1, 1995 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
February 12, 1990 - November 3, 1995
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BOX FINANCIAL ADVISORS, LLC
BOX FINANCIAL | BOX FINANCIAL ADVISORS, LLC | BOX FINANCIAL ADVISORS
CRD#: 155623 / SEC#: 801-127749
RIA
Registered Investment Advisory firm - (4/26/2023 Approved)Texas
Registered Investment Advisory firm - (5/1/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(8/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BF
BOX FINANCIAL ADVISORS, LLC
BOX FINANCIAL | BOX FINANCIAL ADVISORS, LLC | BOX FINANCIAL ADVISORS
CRD#: 155623 / SEC#: 801-127749
RIA
Registered Investment Advisory firm - (4/26/2023 Approved)Texas
Registered Investment Advisory firm - (5/1/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1600 W Northwest Hwy Suite 300, Grapevine, TX 76051
Mailing Address
Phone number
(817) 865-1811
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 584 |
| AUM (Assets Under Management) | $ 95,537,382 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
