Mark Sullivan
Mark Sullivan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbia, SC, with 23 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
1441 Main Street Suite 806, 29201, Columbia, SC, 29201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark owns rental property in Isle of Palms, SC, dedicating a few hours per week to general and cash flow management. He also serves as a director for a youth golf organization, attending quarterly meetings and providing guidance, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations18 states
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