Mark has over 36 years of experience in taxation, business consulting, accounting, estate administration and trust administration.  He was a partner with a local CPA firm from 1982 to 2000 and worked as a Vice-President and Trust Officer with a National Bank from 2000 to 2013.  In addition, Mark has passed the FINRA Series 7* & 66* exams and holds his Group I Life, Health and Accident license.  Mark joined Edgar, Kiker & Cross, PC in 2014 and is a financial advisor with EKC Advisors, LLP.  Mark is a member of the American Institute of Certified Public Accountants and the Texas Society of CPAs, and a Past President of the Southeast Texas Chapter of CPAs and Past President of the Southeast Texas Estate Planning Council.

* Securities offered through 1st Global Capital Corp., Member FINRA/SIPC Investment advisory services offered through 1st Global Advisors, Inc. Insurance Services offered through 1st Global Insurance Services, Inc.  We have individuals licensed to offer securities in the states of Texas, Florida, Oregon, Michigan and Oklahoma. This is not an offer to sell securities in any other state or jurisdiction.

Mark Theobald, CPA
BBA in Accounting
Lamar University

Financial Advisor

Certified Public Accountants & Consultants
3440 Eastex Freeway, Beaumont, TX  77703  Ph: 409.892.0233  Fax: 409.892.3701