MA
CFP
MA
CFP

Mark Aho

29 Years of Experience
Marquette, MI
Broker

Mark Aho is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marquette, MI, with 29 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

205 N. Lake Shore Blvd, Marquette, MI, 49855

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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 author of a book, dedicating minimal time to this activity. He is also the President of Mark Aho Financial Group, where he serves as Branch Manager, also dedicating minimal time to this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2013 - Present · 12 yrs 8 mos
Raymond James Financial Services, INC.
October 2013 - Present · 12 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2013 - Present · 12 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
February 2010 - October 2013 · 3 yrs 8 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2013 · 5 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
August 2003 - January 2008 · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
January 1997 - September 2003 · 6 yrs 8 mos
State Registrations37 states
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AdvisorBrokerBoth

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.

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