MZ
CFP
MZ
CFP

Mark Zabst

18 Years of Experience
Gaithersburg, MD
BrokerSells Insurance

Mark Zabst is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gaithersburg, MD, with 18 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Gaithersburg, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is a Vice President and financial advisor for Financial-360, LLC, dedicating about half of his time to this role. He also sells non-variable insurance policies, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2013 - Present · 12 yrs 8 mos
Raymond James Financial Services, INC.
October 2007 - Present · 18 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Spc Financial INC
March 2008 - September 2013 · 5 yrs 6 mos
State Registrations26 states
AZCACODCDEFLGAILINKYMAMDMINCNJNVNYOHPASCTNTXVAWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Mark Zabst - Financial Advisor | TrueAdvisor