Mark Schafer
Mark Schafer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in North Platte, NE, with 20 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
201 N Dewey, Po Box 10, North Platte, NE, 69103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark works as a financial advisor for First Investments & Planning and First National Bank since 2019, dedicating about half of his time to each role. Both positions are investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations17 states
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