Mark A. Gillean
Professional summary
Mark Andrew Gillean, who also goes by Mark Gillean, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Mark is registered as a RR (Registered Representative) and started their career in finance in 2016. Mark has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 4, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Mark Andrew Gillean's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 23, 2023 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201October 21, 2020 - June 30, 2023
ROBINHOOD FINANCIAL, LLC
June 8, 2020 - September 10, 2020
USAA INVESTMENT SERVICES COMPANY
November 21, 2019 - June 8, 2020
USAA FINANCIAL ADVISORS, INC.
November 6, 2017 - September 27, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
December 16, 2016 - October 5, 2017
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/23/2023)
(10/23/2023)
Exams
FINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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Company Information
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
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