Mark Lehoullier
Mark Lehoullier is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Franklin, MA, with 26 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
443 East Central Street, Franklin, MA, 02038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark works as an investment advisor for 1776 Financial, a support company, but is not an owner. He dedicates no time to this business outside of his primary role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 states
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.