Mark Cade is a CFP-designated registered investment advisor, based in Carmel, IN, with 42 years of industry experience.
Location
10293 North Meridian Street, Suite 265, Carmel, IN, 46290-1140
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an agent for Cade and Lee, dealing with group health insurance/employee benefits since 2010, dedicating minimal time. Mark is also an advisor and president of Cade Group Inc., an independent RIA, managing client portfolios, which takes about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Cade Group, INC.
Previous Registrations
Royal Alliance Associates, INC.Broker
Delta Equity Services CorporationBroker
Foundation Investors Securities CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pw Securities, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.