Mark Vaught, AWMA®, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 303-889-9811

Financial credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Advisor, Merrill Lynch, 2020-2021
  • Principal, Native Trading LLC, 2018-2020
  • Portfolio Strategist, Jackson National, 2015-2018
  • Financial Analyst, Prologis, 2013-2015
  • Equity Trader, Unicom Capital, 2010-2013

Education

  • B.S., Finance, University of Colorado at Boulder

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