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Mark L
Series 63, Series 65
Tulsa, OK
CG Advisory Services
Mark Loeber is a financial advisor at CG Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with several firms, including Capital Asset Advisory Services, LLC, and The Advancement Group, Inc. Outside of advisory roles, he serves as president of The Advancement Group, where he consults nonprofit organizations on planned giving programs. CG Advisory Services manages approximately $4 billion for a diverse client base, offering discretionary portfolio management, financial planning, retirement services, and consulting through both proprietary model portfolios and customized solutions.
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