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Mark Patrick

RAND ADVISORS, LLC·DALLAS, Texas
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2101 CEDAR SPRINGS ROAD, DALLAS, TX 75201CRD# 7626259Firm CRD# 172839
01

About

Mark Patrick is a registered financial advisor based in DALLAS, Texas, affiliated with RAND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RAND ADVISORS, LLC
RAND ADVISORS, LLC
AUM
$148M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RAND ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7626259
Firm CRD# 172839
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Patrick offer?
Mark Patrick specializes in Retirement Planning, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.
What are Mark Patrick's credentials?
Mark Patrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Patrick located?
Mark Patrick is based in DALLAS, Texas, working with RAND ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Mark Patrick charge for services?
Mark Patrick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RAND ADVISORS, LLC?
RAND ADVISORS, LLC has approximately 2 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
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Research
Advisor Fees in TexasNational Fee Analysis
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