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Mark Mcgonagle

31 Years of Experience
Mashpee, MA
Broker

Mark Mcgonagle is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mashpee, MA, 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

Mashpee, MA

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Cantella & CO., INC.
December 2013 - November 2022 · 8 yrs 11 mos
Cantella & CO., INC.Broker
December 2013 - November 2022 · 8 yrs 11 mos
LPL Financial LLC
July 2006 - December 2013 · 7 yrs 5 mos
LPL Financial LLCBroker
July 2006 - December 2013 · 7 yrs 5 mos
Citigroup Global Markets INC.Broker
November 1995 - July 2006 · 10 yrs 8 mos
Dean Witter Reynolds INC.Broker
July 1994 - November 1995 · 1 yr 4 mos
State Registrations31 states
AZCACOCTDCDEFLGAIDILKYMAMDMEMINCNHNJNMNYOHORPARISCTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.