MARK BUSSEY & ASSOCIATES, LC
MARK BUSSEY & ASSOCIATES, LC is a reputable financial firm that has been providing expert financial advice for over 15 years. The firm is led by Mark Bussey, who has extensive experience in the financial industry and is well-known for his expertise in managing and growing clients’ assets.
Mark Bussey & Associates, LC stands out as a trusted advisor to clients, not only because of their financial knowledge but also because of their commitment to serving clients with integrity and transparency.
How does the advisor help clients – Key Takeaways:
Mark Bussey & Associates, LC assists clients in reaching their financial goals by providing personalized financial strategies and recommendations. The firm offers a range of services aimed at helping clients build and protect their wealth for the long-term.
- Creates customized investment portfolios based on clients’ risk tolerance and financial objectives
- Regularly monitors and evaluates clients’ investment portfolios to ensure they are on track to meet their goals
- Offers financial planning services, including retirement planning, estate planning, and tax planning
- Provides education and insights to help clients make informed financial decisions
Facts and Insights:
Mark Bussey & Associates, LC has over $50 million in assets under management. The firm has a team of dedicated advisors who work collaboratively to provide top-notch financial advice and service to clients. Their clients range from individuals and families to small business owners and corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $50 million | 5 | 15+ |
Financial Services Offered:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Insurance planning
Client Types:
Mark Bussey & Associates, LC serves a diverse group of clients, including:
- Individuals and families
- Small business owners
- Corporations
Fees & Compensation:
Mark Bussey & Associates, LC has a transparent fee structure that is based on a percentage of assets under management. This means that the firm’s interests are aligned with their clients’ interests, as they only make money when their clients’ assets grow. The firm is committed to providing cost-effective solutions for their clients.
Background:
Mark Bussey, the founder of Mark Bussey & Associates, LC, has been in the financial industry for over 25 years. He has a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He holds various industry licenses, including the Series 7, 63, and 24. He regularly attends industry conferences and seminars to stay updated on the latest financial trends and strategies.
Financial Advisor Disclosures to Know:
Mark Bussey & Associates, LC follows all necessary regulations and has a clean record with no disciplinary actions. The firm is committed to providing clients with open and honest communication and always acts in the best interest of their clients.