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Marco Mejia

5 Years of Experience
Southfield, MI
Broker

Marco Mejia is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Southfield, MI, with 5 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

1 Towne Square, Suite 240, Southfield, MI, 48076

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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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Other Business Activities

Marco works for R2 Financial Planning, LLC providing operational, technical, and administrative support, but is not an owner. He also works full-time in Information Technology for Geisinger, leading a team responsible for technology deployments for a health care provider.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.
April 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Pruco Securities CorporationBroker
February 1997 - May 1997 · 3 mos
State Registrations20 states
AZCACOCTFLGAILKYMDMIMONJNMNVNYOHOKTNVAWA
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.
Marco Mejia - Financial Advisor | TrueAdvisor