Mark Coverdale
Investment adviser representative at Regal Advisory Services, Inc.
16 yearsExperience
1 stateRegistered in
$121.4MFirm assets
16 yearsFirm in business
Are you Mark Coverdale? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Regal Advisory Services, Inc.Jun 2024 to now
- Regal SecuritiesAug 2023 to now
- Full Time StudentAug 2020 to Dec 2023
- Coverdale TilingJul 2010 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Regal Advisory Services, Inc.
$121.4MAssets managed
274Clients
23Advisers
16 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
- 7799586
- Firm CRD
- 123842