Mark Gottlieb
Mark Gottlieb is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wayzata, MN, with 34 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
1905 East Wayzata Boulevard, Wayzata, MN, 55391
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Regulatory History (1)
Customer Dispute
July 2000Other Business Activities
Mark is the owner/proprietor of Command Software Systems, where he works as a software developer selling a self-developed software package, dedicating a few hours per week. He is also an independent contractor for GPS Capital Management, a support company, but spends no time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
State Registrations20 states
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