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Mark Ragos

12 Years of Experience
Las Vegas, NV
1 DisclosureSells Insurance

Mark Ragos is a registered investment advisor at Financial Fitness, based in Las Vegas, NV, with 12 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 28 clients with $3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
28 clients
Average Client Portfolio
$107K average
Assets Under Management
$3.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $1.5M1.25%
$1.5M - $5.0M1.00%
$5M+0.90%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1980 Festival Plaza Drive Suite 300, Las Vegas, NV, 89135

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
November 2018
Other Business ActivitiesSells Insurance

Mark is a board member for a networking company and owns a party rental equipment company. He is also a licensed insurance agent offering life insurance to suitable clients a few hours per week, and a director for a non-profit organization providing necessities to newborns, dedicating about a quarter of his time.

Employment History
Current Registrations
Financial Fitness
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Mcnally Financial Services CorporationBroker
June 2019 - August 2022 · 3 yrs 2 mos
Mcnally Financial Services Corporation
June 2019 - August 2022 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - November 2018 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - November 2018 · 3 yrs
Ameriprise Financial Services, INC.
November 2014 - November 2015 · 1 yr
Ameriprise Financial Services, INC.Broker
October 2014 - November 2015 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - January 2014 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2012 - January 2014 · 1 yr 4 mos
Ameriprise Financial Services, INC.
April 2012 - August 2012 · 4 mos
Ameriprise Financial Services, INC.Broker
February 2012 - August 2012 · 6 mos
State Registrations1 state
NV
Advisor

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 Ragos - Financial Advisor | TrueAdvisor