Mark Palmer
Mark Palmer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oakdale, PA, with 25 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
2 Union Avenue, Oakdale, PA, 15071
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2004Other Business Activities
Mark is involved in several outside business activities, including owning rental properties and a building that houses his RJFS branch. He also serves as a board member and chair for Slippery Rock University Foundation, and acts as a Power of Attorney for his mother.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Morgan Stanley Dw INC.Broker
State Registrations25 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.