Mark A. Evers
CONCURRENT WEALTH MANAGEMENT
HOUSTON, TX 77079
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CRD#: 4214366
Professional summary
Mark Aaron Lee Evers Ph.D., CFP®, who also goes by Mark Aaron Evers, Mark Aaron Lee Evers, is a registered financial advisor currently at CONCURRENT WEALTH MANAGEMENT located in Houston, Texas and XYPN INVEST located in Fort Worth, Texas.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mark has worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Aaron Evers | Mark Aaron Lee Evers
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.
University of North Texas, Not Investment Related, Denton Texas, Institution of Higher Education, Clinical Assistant Professor and Financial Planning Program Director, 01/2021, Full time professor during normal academic year including during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Mark Aaron Lee Evers Ph.D.'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: 2018
Experience
Current
March 5, 2025 - Present
CONCURRENT WEALTH MANAGEMENT
Office #1: 11111 Katy Freeway Suite 910, Houston, TX 77079RIA
CRD#: 293564
HOUSTON, TX
Current
September 12, 2025 - Present
XYPN INVEST
RIA
CRD#: 285967
Fort Worth, TX
Past
August 25, 2020 - December 24, 2020
IMPERIUM WEALTH MANAGEMENT, LLC
RIA
CRD#: 159148
SAN ANTONIO, TX
Past
April 28, 2014 - July 21, 2020
STRATEGIC FINANCIAL CONCEPTS, LLC
RIA
CRD#: 141849
SAN ANTONIO, TX
Past
November 13, 2009 - October 14, 2010
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
AUSTIN, TX
Past
November 13, 2009 - October 14, 2010
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
AUSTIN, TX
Past
October 23, 2008 - July 8, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
AUSTIN, TX
Past
June 6, 2008 - July 14, 2009
STRATEGIC FINANCIAL CONCEPTS, LLC
RIA
CRD#: 141849
SAN ANTONIO, TX
Past
May 28, 2008 - October 28, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
RIA
CRD#: 13626
AUSTIN, TX
Past
May 14, 2008 - October 28, 2008
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
PHOENIX, AZ
Past
December 12, 2005 - September 21, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
AUSTIN, TX
Past
December 12, 2005 - September 21, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
AUSTIN, TX
Past
September 13, 2005 - October 4, 2005
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
AUSTIN, TX
Past
July 22, 2005 - October 4, 2005
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
July 12, 2000 - April 26, 2001
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
DENVER, CO
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".
XI
XYPN INVEST
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SCHOLAR FINANCIAL | REFRESH WEALTH | QUIET WEALTH | PURPOSEFUL MONEY | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | ELATION WEALTH, LLC | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BIRDIE RETIREMENT PLANNING | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | ADELPHI WEALTH ADVISORY
CRD#: 285967 / SEC#: 801-118916
RIA
Registered Investment Advisory firm - (6/12/2020 Approved)Connecticut
Registered Investment Advisory firm - (6/23/2020 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2020 Terminated)Montana
Registered Investment Advisory firm - (6/19/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/22/2020 Terminated)Texas
Registered Investment Advisory firm - (6/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/26/2020 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(3/5/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
XI
XYPN INVEST
ADELPHI LLC | XYPN SAPPHIRE | XYPN INVEST | XYIS | XY INVESTMENT SOLUTIONS, LLC | WINDJAMMER WEALTH | WEALTHPEACE | WEALTH MANAGEMENT OF ALABAMA | VITA WEALTH MANAGEMENT | VERBATIM FINANCIAL | TURNING POINT FINANCIAL LIFE PLANNING | TROPHY POINT FINANCIAL PLANNING | TENERE WEALTH ADVISORS | TEN RING WEALTH ADVISORS | STRINGER ASSET MANAGEMENT, LLC | SCHOLAR FINANCIAL | REFRESH WEALTH | QUIET WEALTH | PURPOSEFUL MONEY | ONYX FINANCIAL | NEWLEAF FINANCIAL GUIDANCE | MOMENTOUS WEALTH ADVISORS | MERION PERSONAL FINANCE | LIGHTHOUSE PLANNING | J.B. WEALTH STRATEGIES | INTREPID FINANCIAL SERVICES | HUNDRED FINANCIAL PLANNING | EVIDENTIA WEALTH ADVISORS | ELATION WEALTH, LLC | DISCOVERY WEALTH MANAGEMENT | DELTA LAKE WEALTH MANAGEMENT LLC | CONLEY CAPITAL MANAGEMENT | CLEAR SKIES PLANNING & WEALTH STRATEGIES, INC | CLEAR SKIES PLANNING | CHARLES MICHAEL FINANCIAL | CAROLINA WEALTH PLANNERS | BIRDIE RETIREMENT PLANNING | BEECHMONT FINANCIAL | ARDENT GUARDIAN WEALTH ADVISORY | ADELPHI WEALTH ADVISORY
CRD#: 285967 / SEC#: 801-118916
RIA
Registered Investment Advisory firm - (6/12/2020 Approved)Connecticut
Registered Investment Advisory firm - (6/23/2020 Terminated)Illinois
Registered Investment Advisory firm - (6/19/2020 Terminated)Montana
Registered Investment Advisory firm - (6/19/2020 Terminated)North Carolina
Registered Investment Advisory firm - (6/22/2020 Terminated)Texas
Registered Investment Advisory firm - (6/19/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/26/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
24 E. Main Street, Bozeman, MT 59715
Mailing Address
Phone number
(360) 301-7579
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,539 |
| AUM (Assets Under Management) | $ 321,042,677 |
Red Flags
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.
