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Mark Buchanan

35 Years of Experience
Burlington, MA
Broker

Mark Buchanan is a registered investment advisor at Raymond James & Associates, INC., based in Burlington, MA, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

20 Burlington Mall Rd, Suite 440, Burlington, MA, 01803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2025 - Present · 1 yr
Raymond James & Associates, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2013 - May 2025 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2013 - May 2025 · 12 yrs
Fidelity Brokerage Services LLCBroker
April 2004 - January 2013 · 8 yrs 9 mos
Fidelity Brokerage Services LLCBroker
September 1993 - May 2003 · 9 yrs 8 mos
U.S. Securities, INC.Broker
March 1993 - July 1993 · 4 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
March 1991 - August 1992 · 1 yr 5 mos
Baybanks Brokerage Services, INC.Broker
November 1988 - April 1991 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.