Mark Myers
Mark Myers is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orem, UT, with 26 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
357 East 1200 South, Orem, UT, 84058
Get directionsHistory
Regulatory History (1)
Regulatory
September 2003Other Business Activities
Mark is the owner and officer (President) of Myers Financial Services LLC. He also owns Myers Real Estate Holdings LLC, which owns the office suite where Myers Financial Services LLC operates, and this takes minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations13 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.
Exams
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