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Mark David Keffer

Investment adviser representative at ISC Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Mk Financial ServicesMar 2018 to now
  2. ISC Advisors, Inc.May 2016 to now
  3. Institutional Securities CorpMay 2016 to now

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 1 state (TX).

ISC Advisors, Inc.

$1.6BAssets managed
1,928Clients
28Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6324241
Firm CRD
166586
Advisor's SEC record (opens in a new tab)
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