A complete list of active advisors currently associated with Mark Bussey & Associates, Lc

Warmer can help you find a great advisor at Mark Bussey & Associates, Lc or one who fits your needs even better.

Mark Bussey & Associates, LC provides portfolio management services to individual clients, offering both discretionary and non-discretionary account management and investment analysis. The brochure states the firm’s clients are only individuals, with no stated account-size requirement, and it reported managing approximately $1.5 million on a discretionary basis as of January 1, 2023. The firm’s investment activities include equities, over-the-counter securities, corporate and municipal fixed income, certificates of deposit, U.S. government securities, and mutual funds, and it uses a mix of charting, fundamental, technical, and cyclical analysis. Investment strategies cited range from long-term holdings to short-term trades, and advisory fees are charged as a percentage of assets under management. What is atypical for a firm in an investment-manager category is its exclusive focus on individual clients — including non-high-net-worth individuals — rather than pooled or institutional accounts. The principal has sole responsibility for portfolio management and order entry, the firm does not accept commissions or performance-based fees, and it reports no material outside industry affiliations.

To learn more about the advisors currently working at Mark Bussey & Associates, Lc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.