Mark Southwell
Mark Southwell is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in McAllen, TX, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1400 N. McColl Road, Suite 101, McAllen, TX, 78501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Van Kampen Funds INC.Broker
State Registrations16 states
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