Mark Trice, Financial Consultant at First Central Credit Union, is an advocate for accessible and understandable personal financial planning. He believes in realistic and workable financial planning for real people, recognizing that various stages in life can influence financial needs.
Mark is a successful entrepreneur, business advisor and personal finance consultant. Over the past 20 years and prior to starting his own practice, Mark worked as an executive with a number of professional service organizations such as PricewaterhouseCoopers and DLA Piper.
Mark has a General Securities Registration (Series 7), is registered as an Investment Advisor Representative (Series 66), and is a licensed insurance agent. He has the designation of CFE Certified Financial Educator from the Heartland Institute of Financial Education, providing financial literacy education programs to adults. Mark holds a master’s degree in Applied Economics from the University of North Texas and a bachelor’s degree from Baylor University.
Mark is an Investment Advisor Representative of Cambridge Investment Research Advisors, a Registered Investment Advisor and Registered Representative offering securities through Cambridge Investment Research Inc., a Broker Dealer, Member FINRA/ SIPC. Investment products offered are not deposits to, obligations of, or guaranteed by the credit union. Nor are these investment products NCUA insured and they are subject to investment risk, including possible loss of principle amount invested. CIR in not affiliated with ClearVista Financial or First Central Credit Union. You can check out the background of this investment professional on FINRA’s BrokerCheck -- Mark Trice CRD# 5613850.
A financial check-up is just a phone call away. All consultations are free. Call 800-491-4508, visit ClearVista Financial.com website or email: [email protected] to get started today. When choosing to email, please be aware email is not a secure method of communication. Do not use email to send us confidential or sensitive information such as passwords, account numbers or social security numbers.
This communication is strictly intended for individuals residing in the states of TX, CA, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice. LD056357-03/16. Cambridge is not affiliated with NCUA. When choosing to email, do not send any personal financial information. If you need to provide this type of information, contact us by phone, fax or regular mail.