Mark Myers
Mark Myers is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orem, UT, 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
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 Stanley
Morgan StanleyBroker
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.