Mark Mann is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brighton, MI, with 31 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

142 Brighton Lake Road, Brighton, MI, 48116

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Mark works as an associate/employee at Quadrant A Capital Management, performing duties of a financial advisor. This takes about a quarter to half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2023 - Present · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 1995 - June 2020 · 25 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1991 - June 2020 · 28 yrs 9 mos
State Registrations12 states
AKCAFLILINMAMIMONCOHSCTX
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 Mann - Financial Advisor | TrueAdvisor