MP
CFP
MP
CFP

Mark Puryear

5 Years of Experience
Franklin, TN
Broker

Mark Puryear is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Franklin, TN, with 5 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

517 Church Street, Franklin, TN, 37064

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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
April 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Hightower Advisors, LLC
July 2023 - April 2024 · 9 mos
Hightower Securities, LLCBroker
July 2023 - April 2024 · 9 mos
Janney Montgomery Scott LLC
April 2022 - April 2023 · 1 yr
Janney Montgomery Scott LLCBroker
April 2022 - April 2023 · 1 yr
Raymond James Financial Services Advisors, INC
May 2020 - April 2022 · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
February 2020 - April 2022 · 2 yrs 2 mos
State Registrations17 states
ALCAFLGAHIKYMIMSNCOKPASCTNTXVAWAWV
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 Puryear - Financial Advisor | TrueAdvisor