MA
MA

Mark Ackel

26 Years of Experience
Scottsdale, AZ
Broker

Mark Ackel is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, 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 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

14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254

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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.Broker
March 2024 - Present · 2 yrs 2 mos
Raymond James & Associates, INC.
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLC
March 2011 - April 2024 · 13 yrs 1 mo
RBC Capital Markets, LLCBroker
February 2011 - April 2024 · 13 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
May 2005 - March 2011 · 5 yrs 10 mos
Robert W. Baird & CO. Incorporated
May 2005 - March 2011 · 5 yrs 10 mos
Wachovia Securities, LLC
July 2001 - May 2005 · 3 yrs 10 mos
Wachovia Securities, LLCBroker
June 2001 - May 2005 · 3 yrs 11 mos
Prudential Securities IncorporatedBroker
January 2000 - May 2001 · 1 yr 4 mos
State Registrations47 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRSCTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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