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Mark Wilkins

17 Years of Experience
Denver, CO
Broker

Mark Wilkins is a registered investment advisor at Raymond James & Associates, INC., based in Denver, CO, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4643 South Ulster Street, Suite 1350, Denver, CO, 80237

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2026 - Present · 4 mos
Raymond James & Associates, INC.
January 2026 - Present · 4 mos
Previous Registrations
RBC Capital Markets, LLC
April 2009 - January 2026 · 16 yrs 9 mos
RBC Capital Markets, LLCBroker
March 2009 - January 2026 · 16 yrs 10 mos
State Registrations36 states
ALAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMNMOMSMTNCNENVNYOHOKORPASCTNTXVAWAWIWY
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 Wilkins - Financial Advisor | TrueAdvisor