Mark Willens
Mark Willens is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boca Raton, FL, with 40 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
301 Yamato Road, Suite 3160, Boca Raton, FL, 33431
Get directionsHistory
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 an independent contractor for Arthur Rottenstein LLC, advising clients and dedicating about half of his time to this role. He also manages Mango Wealth, LLC and is an associate/employee of Boca Raton Financial Planners, spending minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Levenshon & CompanyBroker
State Registrations16 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.