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. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5890 Sawmill Road, Suite 130, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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 Registrations20 states
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