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Mark Andrew Still

CRD# 2673205·Registered 1996 - 2023
Previously Registered: Being a previously registered professional could mean that Mark is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Mark Andrew Still was a registered financial advisor. Mark was a previously registered financial professional and started their career in finance 1996 - 2023. Mark had worked at 2 firms and has passed the Series 63, SIE, Series 22, Series 62, Series 6 and Series 26 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

Past

AVANTAX ADVISORY SERVICESPast·CRD# 104556
RIA
Winder, GA
April 8, 2003 - May 4, 2023
AVANTAX INVESTMENT SERVICES, INC.Past·CRD# 13686
BD
Winder, GA
January 15, 1996 - May 4, 2023

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Current Firm

AA
AVANTAX ADVISORY SERVICES

1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

Contact Information

Main Address

3200 Olympus Blvd Suite 100, Dallas, TX 75019

Phone Number

(972) 870-6000

# of Employees

2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory Assets Under Management

Total Number of Accounts

140,306

AUM (Assets Under Management)

$46,109,939,749

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024Cover PageReport
11/28/2023Cover PageReport

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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.

1) Avantax Insurance Agency~'NIR'~18 W. Candler St., Winder GA 30680~Equity Indexed Annuity~Equity Indexed Annuity~9/12/2013~1hrs~1hrs~Sale of Equity Indexed Annuity 2) Exchange Services~'NIR'~po box 686~winder~GA~30680~Accounting/Bookkeeping (No Tax Preparation)~Owner/Sole Proprietor~1/1/2005~2hrs~2hrs~minority shareholder, qualified intermediary 3) O'Neal Broach & Still~'NIR'~po box686~winder~GA~30680~Tax Preparation/Accounting~Partner/General Partner~10/1/1986~150hrs~150hrs~partner|Rental Property~'NIR'~po box 686~winder~GA~30680~Rental Property Owner/Management~Partner/General Partner~1/1/1995~1hrs~1hrs~partner 4) BARROW COUNTY BOARD OF ASSESSORS POSITION: member Board of Assessors NATURE: One of three members of the board of assessors. We approve activity of the office of the barrow county assessors office INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2021 ADDRESS: 30 North Broad Street, Winder GA 30680, United States DESCRIPTION: Meet monthly to review activity of the assessors office and approve or disprove various reports presented by the assessors office

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 22 — Direct Participation Programs Representative Examination

Passed Nov 2015About the Series 22 exam

Series 62 — Corporate Securities Limited Representative Examination

Passed Jul 1998

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1996About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Sep 1999About the Series 26 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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