Mark Aldridge
Mark Aldridge is a CFA, CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dublin, OH, with 41 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
5890 Sawmill Road, Suite 130, Dublin, OH, 43017
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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 Activities
Mark is the owner of Aldridge Financial Consultants, LLC, a support company, and spends minimal time on it. He also owns Ridgebourne DGA LLC, involved in land rental activities, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
Royal Alliance Associates, INC.Broker
Mutual Service CorporationBroker
Walnut Street Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
State Registrations21 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.
Exams
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