MB
CFP
MB
CFP
Mark Byars
15 Years of Experience
Naperville, IL
1 DisclosureBroker
Mark Byars is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Naperville, IL, with 15 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
263 Shuman Blvd, Ste 275, Naperville, IL, 60563-7700
Get directionsHistory
Regulatory History (1)
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Criminal
June 2003Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
October 2011 - Present · 14 yrs 7 mos
Raymond James & Associates, INC.
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Metlife Securities INC.
July 2011 - October 2011 · 3 mos
Metlife Securities INC.Broker
January 2011 - October 2011 · 9 mos
Waddell & Reed, INC.
June 2010 - December 2010 · 6 mos
Waddell & Reed, INC.Broker
May 2010 - December 2010 · 7 mos
State Registrations15 states
AZCACOFLILINMDMIMONCOHOKORSCWI
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.