Mark Colaco (CRD# 4417523) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 20 years of experience in the finance industry. Mark Colaco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6127521
J.p. Morgan Securities LLC
CRD# 6981211
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2679025
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dimensional Fund Advisors | Charlotte, NC | Nov 2019 - Current | 4 |
| Raymond James & Assoc., Inc. | Washington, DC | Aug 2003 - Nov 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
- TX
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Total Assets Under Management749,622MILLIONS
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Total Number of Accounts1,153ACCOUNTS
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Average Account Value$650,149,588
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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