Mark Mcculloch
Mark Mcculloch is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Evergreen, CO, with 27 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
2922 Evergreen Pkwy, Suite 325, Evergreen, CO, 80439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the owner/CEO of Evergreen Wealth Management, dedicating about half of his time to this role. He is also an independent contractor as a financial advisor for Prevender Financial Services, spending about a quarter of his time there.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations13 states
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