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Mark Allen Hughes

Ameritas Advisory Services, LLC

Cedar Park, TX

CRD 3217539

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Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-01
  • TX RA
    APPROVED
    Since 2021-11-01

Branch Locations

200 E Cypress Creek Road Ste 105, Cedar Park, TX 78613 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coordinated Financial Group, Inc Austin TX 12/1995 05/2022
Ameritas Life Insurance Corp Lincoln NE 09/2011 Present
Ameritas Investment Corp Lincoln NE 09/2011 Present
The National Wealth Group Austin TX 10/2019 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Coordinated Financial, Llc Cedar Park TX 01/2022 Present
  • 12/1995 → 05/2022
    Coordinated Financial Group, Inc
    Austin, TX
  • 09/2011 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 09/2011 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 10/2019 → Present
    The National Wealth Group
    Austin, TX
  • 11/2021 → Present
    Lincoln, NE
  • 01/2022 → Present
    Coordinated Financial, Llc
    Cedar Park, TX
Previous Registrations
  • 2010-08-24 → 2011-10-31
    Austin, TX
    Houston, TX
    Austin, TX
    Bellaire, TX
    Richardson, TX
    Dallas, TX
    Houston, TX
    Mansfield, TX
    Lubbock, TX
    Austin, TX
    Austin, TX
    Buda, TX
    Austin, TX
    The Woodlands, TX
    Austin, TX
    Houston, TX
    Edinburg, TX
Other Businesses

The National Wealth Group; same as branch; inv rel; marketing/research for local agencies; Partner; start date=10/2019; hrs/mo=10; trading hrs/mo=10; recruiting and training new agents *Coordinated Financial, LLC; Same as Branch, inv-rel; Fixed insurance and annuity sales; Managing Member; start date=01/2022; hrs/mo=110; trading hrs/mo=110; Management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-23
S63 Uniform Securities Agent State Law Examination 1999-06-23
  • S65 Uniform Investment Adviser Law Examination
    2010-08-23
  • S63 Uniform Securities Agent State Law Examination
    1999-06-23

View on SEC IAPD

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