Good questions to ask any advisor.
And our answers, in plain language.
What happens at the first meeting?
A conversation, not a sales pitch. We talk about where you are, where you want to go and whether we’re a good fit. There’s no cost and no obligation.
How are you paid?
Depending on the services you choose, through advisory fees, commissions or both. We’ll walk you through exactly how it works, in writing, before you decide anything.
Do I need a certain amount to get started?
Let’s talk first. We’ll tell you honestly whether we’re the right fit for where you are today.
Where are you located?
Our office is at 2600 South Shore Boulevard in League City, and we’re glad to meet by phone or video too.
Who holds my money?
Your accounts are held at LPL Financial, in your name. You’ll get statements directly and can see your accounts online any time.
Where can you work with clients?
Mark is registered to work with residents of California, Colorado, Florida, New York and Texas. Most clients are in League City and the Clear Lake area.
Who is LPL Financial?
Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA and SIPC. CloudBridge is Mark’s own practice; LPL is the firm behind it that holds the accounts and provides compliance and operations. You can check his record on FINRA’s BrokerCheck from the link at the foot of every page.
A question that isn’t here?
Ask it. Most of these get a real answer in the first conversation, because the answer depends on you.
Start a conversation