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Mark Mangieri

32 Years of Experience
Galesburg, IL
Broker

Mark Mangieri is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Galesburg, IL, with 32 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

101 E Main St, Galesburg, IL, 61401

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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 for First Mid Wealth Management and First Mid-Illinois Bank and Trust, spending a few hours per week at each. His duties include investment management and serving as a trust officer.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2013 - Present · 13 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
First Brokerage America, L.L.C.Broker
October 2003 - September 2010 · 6 yrs 11 mos
American Express Financial Advisors, INC.
December 1997 - October 2003 · 5 yrs 10 mos
American Express Financial Advisors INC.Broker
February 1994 - October 2003 · 9 yrs 8 mos
Ids Life Insurance CompanyBroker
February 1994 - October 2003 · 9 yrs 8 mos
State Registrations14 states
AZCACOCTFLGAIAILKYMONESDTNTX
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.