Trademark Retirement Income Planning, LLC
Trademark Retirement Income Planning, LLC (CRD# 305433) is a financial advisory firm headquartered in Mansfield, TX. They manage $9,512,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Trademark Retirement Income Planning, LLC
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts72ACCOUNTS
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Average Account Value$132,111
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Trademark Retirement Income Planning, LLC
1
Jon Shepherd (CRD# 2926626) is an Investment Advisor Representative working at Trademark Retirement Income Planning, LLC in Mansfield, TX and has over 22 years of experience in the finance industry.
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