Mark Macleod is a registered investment advisor, based in Falmouth, ME, with 27 years of industry experience.
Location
362 Us Route One, Falmouth, ME, 04105
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is the President/IAR of RM Financial Services, LLC, spending nearly full-time as a portfolio manager and financial planner. He also provides fixed insurance advice through Fixed Insurance and PKSF, and has ownership/partnership roles in several other businesses including accounting, real estate, and tax preparation, though these take minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Rm Financial Services, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward JonesBroker
State Registrations9 states
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