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Mark Trice

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Brownwood, TX 76801

Credentials

Series 66

Industry experience

17 years

About

Mark Trice is a financial advisor with Cambridge Investment Research Advisors in Temple, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. for eight years before joining Cambridge in 2016. Outside of his advisory role, Trice serves as president of Clearvista Financial LLC and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

1602 Austin Ave

Brownwood, TX 76801

Most active in

Texas

Work history

Cambridge Investment Research Advisors, Inc.

2016 - Present (10 years)

Cambridge Investment Research, Inc.

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Will K

ChFC®, Series 66

Brownwood, TX

Edward Jones

Will Kothmann is a financial advisor at Edward Jones with the designations of ChFC® and Series 66 and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eight years at NBC Inventory, Inc. Outside of his advisory role, he is associated with a family ranch entity, Don and Ellen Kothmann Ranch, LLC, established as a homestead for estate purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and organizations. The firm provides a variety of advisory programs and investment strategies supported by a large network of financial advisors and offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Richard M

Series 65

Brownwood, TX

LPL Financial

Richard Martin is a financial advisor with LPL Financial, holding a Series 65 designation and over 53 years of industry experience. His career includes roles at VOYA Financial Advisors and Great Southern Life, along with long-standing involvement in insurance through Insurance Specialists, where he serves as owner, agent, and vice president. Martin is also active as an insurance agent in a professional corporation focused on health and life insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a broad delivery platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Edward R

CFP®, Series 63, Series 66

Brownwood, TX

Edward Jones

Edward Reagan is a CFP®-certified financial advisor with Edward Jones, based in Brownwood, TX. He has 26 years of industry experience, having worked with Edward D. Jones & Co., L.P. since 1999. Reagan serves as a deacon of finance and an elder at Austin Ave Church of Christ, where he assists with budgeting and payroll tax responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mc Lane M

Series 66

Brownwood, TX

Edward Jones

Mc Lane Moore is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2022, Moore held roles at Good Funding and Mutual Securities, among other positions. Moore serves as an alternate member on the City of Brownwood Zoning Board of Adjustments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and a nationwide network of approximately 23,701 financial advisors. The firm offers multiple managed strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Arthur B

Series 66

Early, TX

Edward Jones

Arthur Barnes is a financial advisor at Edward Jones in Early, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael S

Series 63, Series 66

Brownwood, TX

Edward Jones

Michael Seidenberger is a financial advisor with Edward Jones in Brownwood, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he is involved in agricultural activities, specifically coordinating fertilizer application, hay baling, and selling hay through his business, The Haymaker. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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