Amie Marks
Amie Marks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oak Park, IL, with 30 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
1106 A West Chicago Ave, Oak Park, IL, 60302
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Regulatory History
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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Amie is a general partner of Baehrend Marks Partnership since 2002, dedicating minimal time. She is also the founder of Women In the Know, a non-profit organization, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Securities Corporation of IowaBroker
State Registrations30 states
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