Raymond Mark is a CFP-designated registered investment advisor, based in Carmel, IN, with 19 years of industry experience.
Location
600 E Carmel Drive Ste 163, Carmel, IN, 46032
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is an independent insurance agent since 2010, dedicating minimal time to this activity. He also owns M Accounting Group LLC, providing tax, payroll, and bookkeeping services, taking nearly full-time hours, and is the owner of Mark Consulting, LLC, spending about 10-20% of his time on accounting, bookkeeping, and management administration consulting. Raymond is also a managing member of Mark Consulting2, LLC dba M Financial, dedicating full-time hours to marketing RR/IAR services and managing expenses, and an advisory rep of a RIA, spending about half his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Financial Plans & Strategies, INC.
Aig Financial Advisors, INC.Broker
State Registrations19 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.