MH
CFP
MH
CFP
Mark Holbert
27 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker
Mark Holbert is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, 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 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
3399 Pga Blvd., Suite 200, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2017Settled
Other Business Activities
Mark is a founder and leader of Friends of Jupiter Beach, a non-profit organization, since 2014. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2007 - Present · 19 yrs 2 mos
Raymond James & Associates, INC.Broker
February 1999 - Present · 27 yrs 5 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.