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Mark Teed

39 Years of Experience
Springfield, MA
Broker

Mark Teed is a registered investment advisor at Raymond James & Associates, INC., based in Springfield, MA, with 39 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

1500 Main Street, Suite 1700, Springfield, MA, 01115

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mark is the chair of the Investment Committee for Glenmeadow, dedicating a few hours per week. He also works as a bookkeeper for The Club, a social organization, spending a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2019 - Present · 7 yrs 6 mos
Raymond James & Associates, INC.Broker
September 2012 - Present · 13 yrs 10 mos
Previous Registrations
Raymond James & Associates, INC.
August 2018 - December 2018 · 4 mos
Wells Fargo Advisors, LLC
May 2011 - September 2012 · 1 yr 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - September 2012 · 4 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
January 1987 - January 2008 · 21 yrs
State Registrations39 states
ALAZCACOCTDCDEFLGAIAIDILINKSMAMDMEMNMTNCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mark Teed - Financial Advisor | TrueAdvisor