MS
CFP
MS
CFP

Mark Spirk

25 Years of Experience
Austin, TX
Broker

Mark Spirk is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, with 25 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6034 West Courtyard Drive, Suite 305, Austin, TX, 78730

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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 & Associates, INC.
June 2025 - Present · 11 mos
Raymond James & Associates, INC.Broker
June 2025 - Present · 11 mos
Raymond James & Associates, INC.
June 2025 - Present · 11 mos
Previous Registrations
Cuso Financial Services, L.P.
November 2008 - August 2024 · 15 yrs 9 mos
Cuso Financial Services, L.P.Broker
November 2008 - August 2024 · 15 yrs 9 mos
Vision Asset Management INC
September 2002 - October 2006 · 4 yrs 1 mo
Vision Investment Services, INC.Broker
September 2001 - October 2006 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
May 1999 - September 2001 · 2 yrs 4 mos
Washington Square Securities, INC.Broker
March 1998 - July 1999 · 1 yr 4 mos
State Registrations5 states
DCNMPATXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mark Spirk - Financial Advisor | TrueAdvisor