Mark
Waggie

Raymond James & Associates, Inc

CRD#5293047
Investment Advisor
in Orlando, FL
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About this Advisor

Mark Waggie is a chartered financial analyst working in Orlando, Florida, with 11 years of professional experience. Waggie works at Raymond James & Associates, Inc. Waggie has gained experience at Morgan Keegan and Raymond James & Associates, Inc. Waggie holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Raymond James & Associates, Inc is a company that has its headquarters in Orlando, Florida. The company has offices in 422 locations and a total of 13,277 employees. It controls $143 billion in total assets across its 472,443 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 385 charitable organizations. Of its 472,443 customer accounts, just 6% are held by high-net-worth individuals who have at least $1 million in investable assets. Raymond James & Associates, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management largely are based on which services the firm provides the client. However, fees charged by Raymond James & Associates, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

301 East Pine Street Suite 1100
Orlando, FL 32801

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$142,933,238,193

FL Average: $1,855,561,029
Total Number of Employees

13,277

FL Average: 62
Total Number of Accounts

472,443

FL Average: 2,474
Average Account Size

$302,541

FL Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Mark Waggie Work History

Mark has 11 years of experience.

2013 - Present (6 years)

Raymond James & Associates, Inc

2007 - 2013 (6 years)

Morgan Keegan

Disclosures

Mark Waggie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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