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Mirko Loncar

4 Years of Experience
Saint Petersburg, FL
Broker

Mirko Loncar is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, Saint Petersburg, FL, 33716

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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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Other Business Activities

Mirko is a partner in Dives Terram LLC, a start-up rental property LLC, dedicating a few hours per week to fixing deficiencies to get the property to rental standards. He is also an associate/employee and financial advisor at Rivertowne Advisors, LLC, spending about 10-20% of his time there.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2021 - Present · 4 yrs 5 mos
Raymond James Financial Services, INC.Broker
October 2021 - Present · 4 yrs 7 mos
State Registrations35 states
ARAZCACOCTDCDEFLGAILINKYLAMDMIMOMSMTNCNHNJNMNVNYOHPAPRSCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Mirko Loncar - Financial Advisor | TrueAdvisor