Oxbow Advisors
47yrs
Top advisor by experience in Austin
41yrs
Mark Plummer
Full name on record: Mark Alan Plummer
Financial advisor at Apex Research and Investments
Mark Plummer is a fiduciary financial advisor in Austin, Texas, with 41 years in the industry. Mark joined Apex Research and Investments in 2009. The firm is paid through a percentage of assets and performance-based fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience in Austin
OfficeAustin, TX
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$8.52 million
States licensed ?1 state
Services through Apex Research and Investments
Other services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowApex Research and Investments, LLCCurrent firm
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Apex Research and Investments at 512-263-8824 and ask for Mark Plummer. Mark works from the Austin, TX office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1986, about 41 years. Top 3% by experience in Austin.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Apex Research and Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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