Mark Pottle (CRD# 2619029) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Keller, TX and has over 28 years of experience in the finance industry.
CRD# 4234153
Avantax Advisory Services
CRD# 5297105
Schwab Wealth Advisory, Inc.
CRD# 6909749
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Neuberger Berman LLC | Keller, TX | May 2015 - Current | 9 |
| Jp Morgan Invest Holdings LLC | Dallas, TX | Jan 2015 - May 2015 | < 1 |
| J.p. Morgan Institutional Investments Inc. | Irving, TX | Nov 2011 - May 2015 | 3 |
| J.p. Morgan Retirement Plan Services LLC | Irving, TX | Nov 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- NY
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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