Advisor at New Horizon Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
New Horizon Asset Management
Location
Hot Springs, AR 72901
Credentials
Series 66
Industry experience
23 years
Between 1.00% and 1.50%, negotiated based on factors such as account size and complexity
$100.00 per hour for consultations
Capital Financial Advisors, Inc.
2006 - Present (20 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Mark Seitzer serves as an Associate Resident Director at Merrill Resident Director. With 21 years of experience at Merrill, including 12 years as a Senior Financial Advisor, he specializes in legacy planning, portfolio management services, and retirement income. Mark emphasizes a disciplined, long-term investment approach grounded in asset allocation, diversification, and rebalancing. He prioritizes understanding clients' financial goals to deliver personalized service and trusted advisory relationships. Mark holds a Bachelor's Degree from Henderson State University and an Associate's Degree from NPCC. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Based in Glenwood, AR, Mark resides with his wife, Christy, and their family. Outside of his professional role, he enjoys golfing, traveling, and spending time with his family.
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