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Mark Moyer

38 Years of Experience
Marietta, OH
2 DisclosuresBroker

Mark Moyer is a registered investment advisor at Raymond James & Associates, INC., based in Marietta, OH, with 38 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

204 Front Street, Marietta, OH, 45750

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2007
Award / Judgment
Customer Dispute
July 1996
Settled
Other Business Activities

Mark is a partner in Putnam Laundromat and McIntire Realty, both located in Zanesville, Ohio. He also serves as an advisory board member for Friends of Secrest, a charitable organization, dedicating minimal time to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 1998 - April 2022 · 24 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1987 - April 2022 · 34 yrs 6 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAIAIDILINKSKYMDMIMNMOMTNCNJNVNYOHORPASCTNTXVAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.