Mark Edward Mcmeans
CFAProfessional Summary
Mark Edward Mcmeans, CFA is a registered financial advisor currently at BRASADA CAPITAL MANAGEMENT, LP located in Houston, Texas. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Mark has worked at 6 firms and has passed the Series 63, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
BRASADA ADVISORS, LLC | BRASADA CAPITAL MANAGEMENT, LP
Contact Information
Main Address
3200 Southwest Freeway Suite 2160, Houston, TX 77027Phone Number
(713) 630-8390# of Employees
14SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
912AUM (Assets Under Management)
$679,092,660Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BRASADA ADVISORS, LLC | BRASADA CAPITAL MANAGEMENT, LP
State Registrations and Notice Filings
(10/31/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1992About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Aug 1992About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Edward Mcmeans's CRS (Customer Relationship Summary).
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