Mark Carolin

Mark Carolin Email and Phone Number

CEO, President, Founder @ ConceptWealth Financial Advisors, Inc.
San Antonio, TX, US
Mark Carolin's Location
San Antonio, Texas, United States, United States
Mark Carolin's Contact Details
About Mark Carolin

Focused, Ethical, Long-TermDue to SEC and FINRA regulations- I cannot display any endorsements or recommendations in the Linked in profiles- I deeply appreciate the kind and positive words- We all strive to be respected and recognized. Sorry if that causes any inconvenience to anyone.

Mark Carolin's Current Company Details
ConceptWealth Financial Advisors, Inc.

Conceptwealth Financial Advisors, Inc.

View
CEO, President, Founder
San Antonio, TX, US
Website:
conceptwealth.com
Employees:
4
Mark Carolin Work Experience Details
  • Conceptwealth Financial Advisors, Inc.
    Ceo, President, Founder
    Conceptwealth Financial Advisors, Inc.
    San Antonio, Tx, Us
    View
  • Kiselis-Mcconville Brokerage Services, Inc.
    President
    Kiselis-Mcconville Brokerage Services, Inc. 2013 - Present
    A General Life Brokerage firm dedicated to serving the needs of professional Life insurance Agents and their clientele. www.rin-tx.com
  • Conceptwealth Financial Advisors, Inc.
    Ceo, President, Founder
    Conceptwealth Financial Advisors, Inc. Jan 1997 - Present
    San Antonio, Texas, Us
    Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.
    View
  • Conceptwealth Financial Advisors, Inc.
    Ceo, President, Founder
    Conceptwealth Financial Advisors, Inc. Jan 1991 - Present
    San Antonio, Texas, Us
    Founded ConceptWealth a fee based financial advisory firmEnvision. Design. ExecuteWww.conceptwealth.com
    View
  • Cigna Financial Advisors
    Registered Rep/Financial Planner
    Cigna Financial Advisors Jan 1991 - Apr 1999
    Financial Planner

Mark Carolin Skills

Fixed Annuities Public Speaking Insurance Strategic Planning Customer Service Investment Advisory Mutual Funds Etfs Bonds Qualified Retirement Plans Retirement Planning Business Planning Variable Annuities Fixed Income Strategic Financial Planning Retirement Investments Financial Advisory Securities Finra Life Insurance Financial Planners Finance Financial Services Wealth Management Small Business

Mark Carolin Education Details

  • Texas State University
    Texas State University
    Psychology
  • The University Of Texas At San Antonio
    The University Of Texas At San Antonio

Frequently Asked Questions about Mark Carolin

What company does Mark Carolin work for?

Mark Carolin works for Conceptwealth Financial Advisors, Inc.

What is Mark Carolin's role at the current company?

Mark Carolin's current role is CEO, President, Founder.

What is Mark Carolin's email address?

Mark Carolin's email address is ca****@****lth.com

What is Mark Carolin's direct phone number?

Mark Carolin's direct phone number is +121049*****

What schools did Mark Carolin attend?

Mark Carolin attended Texas State University, The University Of Texas At San Antonio.

What skills is Mark Carolin known for?

Mark Carolin has skills like Fixed Annuities, Public Speaking, Insurance, Strategic Planning, Customer Service, Investment Advisory, Mutual Funds, Etfs, Bonds, Qualified Retirement Plans, Retirement Planning, Business Planning.

Who are Mark Carolin's colleagues?

Mark Carolin's colleagues are Madison Carolin, Wendy O'brien.

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