Mark Freise
Mark Freise is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mill Creek, WA, 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
15130 Main Street, Suite 200, Mill Creek, WA, 98012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark owns Freise Financial, Inc., a support company/DBA established in 2016. He spends minimal time on this entity, which serves as a flow-through S Corp for business expenses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations21 states
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